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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 | $52,640 | $166,242-68.3% | $165,071-68.1% | $145,884-63.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 14.27% | 100.44%-86.2pp | 70.17%-55.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $3,864 | $5,283-26.9% | $4,347-11.1% | $4,662-17.1% |
| Participant deferral / active EE | $11,099 | $6,964+59.4% | $6,035+83.9% | $6,690+65.9% |
| Admin fee / account holder | $183 | $16,658-98.9% | $12,695-98.6% | $13,392-98.6% |