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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 | $130,708 | $227,399-42.5% | $189,758-31.1% | $198,609-34.2% |
| Participation rate | 94.7% | 84.0%+10.7pp | 79.8%+14.9pp | 82.4%+12.4pp |
| Annual return | 24.42% | 61.03%-36.6pp | 52.62%-28.2pp | 202.70%-178.3pp |
| Employer contribution / active EE | $2,247 | $5,526-59.3% | $4,767-52.9% | $5,055-55.6% |
| Participant deferral / active EE | $10,031 | $6,837+46.7% | $5,856+71.3% | $6,977+43.8% |
| Admin fee / account holder | $6 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |