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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 | $73,443 | $183,592-60.0% | $155,574-52.8% | $145,877-49.7% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 10.59% | 61.37%-50.8pp | 64.87%-54.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,822 | $5,317-65.7% | $4,676-61.0% | $4,663-60.9% |
| Participant deferral / active EE | $7,345 | $6,466+13.6% | $5,629+30.5% | $6,691+9.8% |
| Admin fee / account holder | $16 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |