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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 | $62,460 | $157,304-60.3% | $141,197-55.8% | $152,909-59.2% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 24.50% | 64.34%-39.8pp | 71.41%-46.9pp | 345.46%-321.0pp |
| Employer contribution / active EE | $2,200 | $5,263-58.2% | $4,736-53.6% | $4,764-53.8% |
| Participant deferral / active EE | $5,687 | $7,111-20.0% | $6,710-15.3% | $5,851-2.8% |
| Admin fee / account holder | $137 | $12,126-98.9% | $10,265-98.7% | $11,601-98.8% |