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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 | $81,426 | $157,296-48.2% | $141,191-42.3% | $152,897-46.7% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 28.92% | 64.34%-35.4pp | 71.41%-42.5pp | 345.43%-316.5pp |
| Employer contribution / active EE | $3,668 | $5,262-30.3% | $4,736-22.6% | $4,764-23.0% |
| Participant deferral / active EE | $12,080 | $7,111+69.9% | $6,710+80.0% | $5,851+106.5% |
| Admin fee / account holder | $67 | $12,125-99.4% | $10,264-99.3% | $11,599-99.4% |