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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 | $47,619 | $162,136-70.6% | $152,301-68.7% | $154,746-69.2% |
| Participation rate | 81.0% | 84.1%-3.2pp | 82.4%-1.5pp | 80.7%+0.3pp |
| Annual return | 70.68% | 91.02%-20.3pp | 80.50%-9.8pp | 172.34%-101.7pp |
| Employer contribution / active EE | $3,912 | $4,890-20.0% | $4,624-15.4% | $4,379-10.7% |
| Participant deferral / active EE | $7,830 | $8,341-6.1% | $8,004-2.2% | $6,730+16.3% |
| Admin fee / account holder | $12 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |