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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 | $82,905 | $156,616-47.1% | $133,346-37.8% | $198,609-58.3% |
| Participation rate | 92.9% | 77.7%+15.1pp | 72.8%+20.0pp | 82.4%+10.5pp |
| Annual return | 19.11% | 44.25%-25.1pp | 36.85%-17.7pp | 202.70%-183.6pp |
| Employer contribution / active EE | $3,971 | $3,368+17.9% | $2,853+39.2% | $5,055-21.5% |
| Participant deferral / active EE | $7,237 | $4,920+47.1% | $4,332+67.0% | $6,977+3.7% |
| Admin fee / account holder | $19 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |