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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 | $54,654 | $183,592-70.2% | $155,574-64.9% | $145,877-62.5% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 17.66% | 61.37%-43.7pp | 64.87%-47.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,897 | $5,317-45.5% | $4,676-38.0% | $4,663-37.9% |
| Participant deferral / active EE | $4,104 | $6,466-36.5% | $5,629-27.1% | $6,691-38.7% |
| Admin fee / account holder | $236 | $19,316-98.8% | $15,914-98.5% | $13,402-98.2% |