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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 | $30,802 | $148,629-79.3% | $135,982-77.3% | $139,487-77.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 22.85% | 79.33%-56.5pp | 68.32%-45.5pp | 373.84%-351.0pp |
| Employer contribution / active EE | $1,528 | $5,247-70.9% | $4,859-68.6% | $4,755-67.9% |
| Participant deferral / active EE | $5,849 | $8,102-27.8% | $7,760-24.6% | $6,713-12.9% |
| Admin fee / account holder | $105 | $12,406-99.2% | $10,767-99.0% | $11,407-99.1% |