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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 | $38,399 | $183,592-79.1% | $155,574-75.3% | $145,877-73.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.21% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,914 | $5,317-45.2% | $4,676-37.7% | $4,663-37.5% |
| Participant deferral / active EE | $8,980 | $6,466+38.9% | $5,629+59.5% | $6,691+34.2% |
| Admin fee / account holder | $212 | $19,316-98.9% | $15,914-98.7% | $13,402-98.4% |