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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 | $183,592-51.2% | $155,574-42.4% | $145,877-38.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.12% | 61.37%-48.3pp | 64.87%-51.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,656 | $5,317-68.9% | $4,676-64.6% | $4,663-64.5% |
| Participant deferral / active EE | $2,665 | $6,466-58.8% | $5,629-52.7% | $6,691-60.2% |
| Admin fee / account holder | $18 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |