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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 | $67,740 | $148,623-54.4% | $135,974-50.2% | $139,466-51.4% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 79.57% | 79.30%+0.3pp | 68.30%+11.3pp | 373.66%-294.1pp |
| Employer contribution / active EE | $4,136 | $5,246-21.2% | $4,859-14.9% | $4,754-13.0% |
| Participant deferral / active EE | $3,846 | $8,103-52.5% | $7,760-50.4% | $6,712-42.7% |
| Admin fee / account holder | $275 | $12,406-97.8% | $10,767-97.4% | $11,409-97.6% |