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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 | $53,047 | $148,623-64.3% | $135,974-61.0% | $139,466-62.0% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 20.92% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.7pp |
| Employer contribution / active EE | $3,010 | $5,246-42.6% | $4,859-38.1% | $4,754-36.7% |
| Participant deferral / active EE | $9,453 | $8,103+16.7% | $7,760+21.8% | $6,712+40.8% |
| Admin fee / account holder | $197 | $12,406-98.4% | $10,767-98.2% | $11,409-98.3% |