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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 | $44,818 | $183,592-75.6% | $155,574-71.2% | $145,877-69.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.92% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $3,885 | $5,317-26.9% | $4,676-16.9% | $4,663-16.7% |
| Participant deferral / active EE | $4,043 | $6,466-37.5% | $5,629-28.2% | $6,691-39.6% |
| Admin fee / account holder | $16 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |