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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 | $17,239 | $185,312-90.7% | $161,489-89.3% | $154,746-88.9% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 23.25% | 103.84%-80.6pp | 89.72%-66.5pp | 172.34%-149.1pp |
| Employer contribution / active EE | $2,928 | $4,769-38.6% | $4,268-31.4% | $4,379-33.1% |
| Participant deferral / active EE | $6,127 | $6,350-3.5% | $5,630+8.8% | $6,730-9.0% |
| Admin fee / account holder | $208 | $18,654-98.9% | $16,006-98.7% | $14,365-98.5% |