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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 | $40,319 | $157,296-74.4% | $141,191-71.4% | $152,897-73.6% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.5%+8.0pp |
| Annual return | 29.15% | 64.34%-35.2pp | 71.41%-42.3pp | 345.43%-316.3pp |
| Employer contribution / active EE | $3,293 | $5,262-37.4% | $4,736-30.5% | $4,764-30.9% |
| Participant deferral / active EE | $8,276 | $7,111+16.4% | $6,710+23.3% | $5,851+41.5% |
| Admin fee / account holder | $16 | $12,125-99.9% | $10,264-99.8% | $11,599-99.9% |