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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 | $76,553 | $132,634-42.3% | $115,768-33.9% | $137,256-44.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 20.37% | 160.70%-140.3pp | 100.46%-80.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,148 | $3,360-6.3% | $2,940+7.1% | $4,156-24.3% |
| Participant deferral / active EE | $17,649 | $5,619+214.1% | $4,917+259.0% | $6,407+175.5% |
| Admin fee / account holder | $40 | $15,028-99.7% | $12,439-99.7% | $12,270-99.7% |