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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 | $96,939 | $157,304-38.4% | $141,197-31.3% | $152,909-36.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 28.06% | 64.34%-36.3pp | 71.41%-43.3pp | 345.46%-317.4pp |
| Employer contribution / active EE | $2,258 | $5,263-57.1% | $4,736-52.3% | $4,764-52.6% |
| Participant deferral / active EE | $5,274 | $7,111-25.8% | $6,710-21.4% | $5,851-9.9% |
| Admin fee / account holder | $183 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |