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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 | $117,001 | $227,399-48.5% | $189,758-38.3% | $198,609-41.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 17.08% | 61.03%-44.0pp | 52.62%-35.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $2,612 | $5,526-52.7% | $4,767-45.2% | $5,055-48.3% |
| Participant deferral / active EE | $5,879 | $6,837-14.0% | $5,856+0.4% | $6,977-15.7% |
| Admin fee / account holder | $150 | $25,162-99.4% | $20,388-99.3% | $19,030-99.2% |