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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 | $48,851 | $148,582-67.1% | $135,942-64.1% | $139,456-65.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 26.57% | 79.26%-52.7pp | 68.28%-41.7pp | 373.45%-346.9pp |
| Employer contribution / active EE | $4,067 | $5,245-22.5% | $4,858-16.3% | $4,753-14.4% |
| Participant deferral / active EE | $10,411 | $8,101+28.5% | $7,759+34.2% | $6,711+55.1% |
| Admin fee / account holder | $19 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |