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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 | $77,919 | $148,629-47.6% | $135,982-42.7% | $139,487-44.1% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 18.66% | 79.33%-60.7pp | 68.32%-49.7pp | 373.84%-355.2pp |
| Employer contribution / active EE | $2,090 | $5,247-60.2% | $4,859-57.0% | $4,755-56.0% |
| Participant deferral / active EE | $6,998 | $8,102-13.6% | $7,760-9.8% | $6,713+4.3% |
| Admin fee / account holder | $256 | $12,406-97.9% | $10,767-97.6% | $11,407-97.8% |