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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 | $61,270 | $148,623-58.8% | $135,974-54.9% | $139,466-56.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.78% | 79.30%-57.5pp | 68.30%-46.5pp | 373.66%-351.9pp |
| Employer contribution / active EE | $2,575 | $5,246-50.9% | $4,859-47.0% | $4,754-45.8% |
| Participant deferral / active EE | $9,279 | $8,103+14.5% | $7,760+19.6% | $6,712+38.3% |
| Admin fee / account holder | $221 | $12,406-98.2% | $10,767-98.0% | $11,409-98.1% |