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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 | $66,640 | $162,136-58.9% | $152,301-56.2% | $154,746-56.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 21.11% | 91.02%-69.9pp | 80.50%-59.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $7,492 | $4,890+53.2% | $4,624+62.0% | $4,379+71.1% |
| Participant deferral / active EE | $5,771 | $8,341-30.8% | $8,004-27.9% | $6,730-14.3% |
| Admin fee / account holder | $281 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |