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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 | $37,494 | $183,592-79.6% | $155,574-75.9% | $145,877-74.3% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 11.56% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,173 | $5,317-59.1% | $4,676-53.5% | $4,663-53.4% |
| Participant deferral / active EE | $5,281 | $6,466-18.3% | $5,629-6.2% | $6,691-21.1% |
| Admin fee / account holder | $239 | $19,316-98.8% | $15,914-98.5% | $13,402-98.2% |