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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 | $132,099-32.2% | $115,599-22.5% | $138,895-35.5% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.3%+9.1pp | 79.9%+3.4pp |
| Annual return | 19.75% | 176.76%-157.0pp | 111.10%-91.3pp | 145.39%-125.6pp |
| Employer contribution / active EE | $2,234 | $3,416-34.6% | $2,955-24.4% | $4,194-46.7% |
| Participant deferral / active EE | $6,623 | $5,617+17.9% | $4,889+35.5% | $6,396+3.5% |
| Admin fee / account holder | $50 | $15,650-99.7% | $12,841-99.6% | $12,562-99.6% |