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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 | $39,218 | $148,629-73.6% | $135,982-71.2% | $139,487-71.9% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 23.15% | 79.33%-56.2pp | 68.32%-45.2pp | 373.84%-350.7pp |
| Employer contribution / active EE | $3,512 | $5,247-33.1% | $4,859-27.7% | $4,755-26.1% |
| Participant deferral / active EE | $5,788 | $8,102-28.6% | $7,760-25.4% | $6,713-13.8% |
| Admin fee / account holder | $107 | $12,406-99.1% | $10,767-99.0% | $11,407-99.1% |