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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 | $50,188 | $185,312-72.9% | $161,489-68.9% | $154,746-67.6% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 25.69% | 103.84%-78.1pp | 89.72%-64.0pp | 172.34%-146.6pp |
| Employer contribution / active EE | $3,332 | $4,769-30.1% | $4,268-21.9% | $4,379-23.9% |
| Participant deferral / active EE | $7,238 | $6,350+14.0% | $5,630+28.6% | $6,730+7.5% |
| Admin fee / account holder | $29 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |