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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,296 | $185,312-59.4% | $161,489-53.4% | $154,746-51.3% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 23.70% | 103.84%-80.1pp | 89.72%-66.0pp | 172.34%-148.6pp |
| Employer contribution / active EE | $2,181 | $4,769-54.3% | $4,268-48.9% | $4,379-50.2% |
| Participant deferral / active EE | $9,233 | $6,350+45.4% | $5,630+64.0% | $6,730+37.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |