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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 | $45,716 | $157,296-70.9% | $141,191-67.6% | $152,897-70.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 26.18% | 64.34%-38.2pp | 71.41%-45.2pp | 345.43%-319.3pp |
| Employer contribution / active EE | $2,248 | $5,262-57.3% | $4,736-52.5% | $4,764-52.8% |
| Participant deferral / active EE | $5,126 | $7,111-27.9% | $6,710-23.6% | $5,851-12.4% |
| Admin fee / account holder | $20 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |