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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 | $38,833 | $148,623-73.9% | $135,974-71.4% | $139,466-72.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.88% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.8pp |
| Employer contribution / active EE | $2,775 | $5,246-47.1% | $4,859-42.9% | $4,754-41.6% |
| Participant deferral / active EE | $3,838 | $8,103-52.6% | $7,760-50.5% | $6,712-42.8% |
| Admin fee / account holder | $280 | $12,406-97.7% | $10,767-97.4% | $11,409-97.5% |