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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 | $45,239 | $183,592-75.4% | $155,574-70.9% | $145,877-69.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.72% | 61.37%-47.7pp | 64.87%-51.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,654 | $5,317-68.9% | $4,676-64.6% | $4,663-64.5% |
| Participant deferral / active EE | $6,296 | $6,466-2.6% | $5,629+11.8% | $6,691-5.9% |
| Admin fee / account holder | $9 | $19,316-100.0% | $15,914-99.9% | $13,402-99.9% |