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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 | $74,314 | $165,939-55.2% | $122,354-39.3% | $147,586-49.6% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 23.34% | 34.56%-11.2pp | 30.28%-6.9pp | 578.59%-555.2pp |
| Employer contribution / active EE | $8,629 | $5,754+50.0% | $4,051+113.0% | $4,876+77.0% |
| Participant deferral / active EE | $5,636 | $4,005+40.7% | $3,287+71.4% | $5,439+3.6% |
| Admin fee / account holder | $53 | $7,425-99.3% | $5,479-99.0% | $10,886-99.5% |