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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 | $56,411 | $183,592-69.3% | $155,574-63.7% | $145,877-61.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.14% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,738 | $5,317-67.3% | $4,676-62.8% | $4,663-62.7% |
| Participant deferral / active EE | $6,739 | $6,466+4.2% | $5,629+19.7% | $6,691+0.7% |
| Admin fee / account holder | $228 | $19,316-98.8% | $15,914-98.6% | $13,402-98.3% |