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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 | $54,457 | $155,555-65.0% | $146,866-62.9% | $155,188-64.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 15.92% | 115.41%-99.5pp | 102.85%-86.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $2,365 | $4,647-49.1% | $4,425-46.5% | $4,248-44.3% |
| Participant deferral / active EE | $5,955 | $8,044-26.0% | $7,759-23.3% | $6,531-8.8% |
| Admin fee / account holder | $180 | $14,755-98.8% | $13,620-98.7% | $14,480-98.8% |