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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 | $87,954 | $183,516-52.1% | $155,534-43.5% | $145,884-39.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.16% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $3,425 | $5,315-35.6% | $4,675-26.7% | $4,662-26.5% |
| Participant deferral / active EE | $5,181 | $6,467-19.9% | $5,630-8.0% | $6,690-22.6% |
| Admin fee / account holder | $14 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |