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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 | $56,586 | $183,516-69.2% | $155,534-63.6% | $145,884-61.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.70% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $5,538 | $5,315+4.2% | $4,675+18.5% | $4,662+18.8% |
| Participant deferral / active EE | $5,554 | $6,467-14.1% | $5,630-1.3% | $6,690-17.0% |
| Admin fee / account holder | $71 | $19,293-99.6% | $15,900-99.6% | $13,392-99.5% |