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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 | $35,884 | $157,304-77.2% | $141,197-74.6% | $152,909-76.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 24.28% | 64.34%-40.1pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $2,179 | $5,263-58.6% | $4,736-54.0% | $4,764-54.3% |
| Participant deferral / active EE | $4,859 | $7,111-31.7% | $6,710-27.6% | $5,851-17.0% |
| Admin fee / account holder | $136 | $12,126-98.9% | $10,265-98.7% | $11,601-98.8% |