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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 | $55,310 | $183,627-69.9% | $155,602-64.5% | $145,978-62.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.89% | 61.32%-51.4pp | 64.81%-54.9pp | 550.52%-540.6pp |
| Employer contribution / active EE | $2,732 | $5,316-48.6% | $4,675-41.6% | $4,662-41.4% |
| Participant deferral / active EE | $6,971 | $6,466+7.8% | $5,629+23.9% | $6,690+4.2% |
| Admin fee / account holder | $265 | $19,327-98.6% | $15,923-98.3% | $13,400-98.0% |