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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 | $43,002 | $148,629-71.1% | $135,982-68.4% | $139,487-69.2% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 21.27% | 79.33%-58.1pp | 68.32%-47.1pp | 373.84%-352.6pp |
| Employer contribution / active EE | $4,726 | $5,247-9.9% | $4,859-2.7% | $4,755-0.6% |
| Participant deferral / active EE | $6,524 | $8,102-19.5% | $7,760-15.9% | $6,713-2.8% |
| Admin fee / account holder | $113 | $12,406-99.1% | $10,767-99.0% | $11,407-99.0% |