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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 | $48,114 | $157,304-69.4% | $141,197-65.9% | $152,909-68.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 22.51% | 64.34%-41.8pp | 71.41%-48.9pp | 345.46%-323.0pp |
| Employer contribution / active EE | $1,881 | $5,263-64.3% | $4,736-60.3% | $4,764-60.5% |
| Participant deferral / active EE | $8,156 | $7,111+14.7% | $6,710+21.5% | $5,851+39.4% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |