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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 | $89,571 | $183,516-51.2% | $155,534-42.4% | $145,884-38.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.12% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,656 | $5,315-68.8% | $4,675-64.6% | $4,662-64.5% |
| Participant deferral / active EE | $2,665 | $6,467-58.8% | $5,630-52.7% | $6,690-60.2% |
| Admin fee / account holder | $18 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |