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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 | $44,715 | $96,508-53.7% | $75,901-41.1% | $152,897-70.8% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.3%+4.1pp | 82.5%-9.1pp |
| Annual return | 26.08% | 33.99%-7.9pp | 30.76%-4.7pp | 345.43%-319.3pp |
| Employer contribution / active EE | $2,175 | $3,310-34.3% | $2,501-13.0% | $4,764-54.3% |
| Participant deferral / active EE | $5,005 | $4,554+9.9% | $3,603+38.9% | $5,851-14.5% |
| Admin fee / account holder | $24 | $8,081-99.7% | $5,420-99.6% | $11,599-99.8% |