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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 | $53,074 | $129,737-59.1% | $119,126-55.4% | $154,746-65.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 21.35% | 379.08%-357.7pp | 282.11%-260.8pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,005 | $4,375-54.2% | $4,034-50.3% | $4,379-54.2% |
| Participant deferral / active EE | $3,921 | $5,842-32.9% | $5,318-26.3% | $6,730-41.7% |
| Admin fee / account holder | $231 | $11,961-98.1% | $10,693-97.8% | $14,365-98.4% |