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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 | $89,596 | $132,634-32.4% | $115,768-22.6% | $137,256-34.7% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 19.75% | 160.70%-140.9pp | 100.46%-80.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,234 | $3,360-33.5% | $2,940-24.0% | $4,156-46.2% |
| Participant deferral / active EE | $6,623 | $5,619+17.9% | $4,917+34.7% | $6,407+3.4% |
| Admin fee / account holder | $50 | $15,028-99.7% | $12,439-99.6% | $12,270-99.6% |