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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 | $72,178 | $157,276-54.1% | $141,177-48.9% | $152,885-52.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 25.96% | 64.33%-38.4pp | 71.40%-45.4pp | 345.39%-319.4pp |
| Employer contribution / active EE | $2,421 | $5,262-54.0% | $4,736-48.9% | $4,763-49.2% |
| Participant deferral / active EE | $7,639 | $7,110+7.4% | $6,710+13.9% | $5,851+30.6% |
| Admin fee / account holder | $10 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |