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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 | $28,725 | $185,312-84.5% | $161,489-82.2% | $154,746-81.4% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 21.53% | 103.84%-82.3pp | 89.72%-68.2pp | 172.34%-150.8pp |
| Employer contribution / active EE | $2,454 | $4,769-48.5% | $4,268-42.5% | $4,379-44.0% |
| Participant deferral / active EE | $6,304 | $6,350-0.7% | $5,630+12.0% | $6,730-6.3% |
| Admin fee / account holder | $131 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |