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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 | $88,595 | $183,539-51.7% | $155,556-43.0% | $145,897-39.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 25.60% | 61.31%-35.7pp | 64.84%-39.2pp | 552.29%-526.7pp |
| Employer contribution / active EE | $5,184 | $5,315-2.5% | $4,675+10.9% | $4,663+11.2% |
| Participant deferral / active EE | $9,188 | $6,467+42.1% | $5,631+63.2% | $6,689+37.4% |
| Admin fee / account holder | $182 | $19,275-99.1% | $15,885-98.9% | $13,390-98.6% |