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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 | $32,926 | $148,623-77.8% | $135,974-75.8% | $139,466-76.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 21.76% | 79.30%-57.5pp | 68.30%-46.5pp | 373.66%-351.9pp |
| Employer contribution / active EE | $2,315 | $5,246-55.9% | $4,859-52.4% | $4,754-51.3% |
| Participant deferral / active EE | $5,230 | $8,103-35.5% | $7,760-32.6% | $6,712-22.1% |
| Admin fee / account holder | $232 | $12,406-98.1% | $10,767-97.8% | $11,409-98.0% |