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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 | $93,283 | $183,516-49.2% | $155,534-40.0% | $145,884-36.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 17.06% | 61.43%-44.4pp | 64.92%-47.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $2,155 | $5,315-59.4% | $4,675-53.9% | $4,662-53.8% |
| Participant deferral / active EE | $4,589 | $6,467-29.0% | $5,630-18.5% | $6,690-31.4% |
| Admin fee / account holder | $6 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |