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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 | $56,944 | $157,276-63.8% | $141,177-59.7% | $152,885-62.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 26.70% | 64.33%-37.6pp | 71.40%-44.7pp | 345.39%-318.7pp |
| Employer contribution / active EE | $1,729 | $5,262-67.1% | $4,736-63.5% | $4,763-63.7% |
| Participant deferral / active EE | $3,195 | $7,110-55.1% | $6,710-52.4% | $5,851-45.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |