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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 | $87,523 | $90,486-3.3% | $78,676+11.2% | $273,972-68.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 5.49% | 75.62%-70.1pp | 62.19%-56.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $8,887 | $3,175+179.9% | $2,850+211.8% | $4,869+82.5% |
| Participant deferral / active EE | $10,594 | $3,901+171.5% | $3,517+201.2% | $5,287+100.4% |
| Admin fee / account holder | $4 | $5,263-99.9% | $4,510-99.9% | $10,133-100.0% |