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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 | $70,738 | $157,304-55.0% | $141,197-49.9% | $152,909-53.7% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 24.62% | 64.34%-39.7pp | 71.41%-46.8pp | 345.46%-320.8pp |
| Employer contribution / active EE | $5,280 | $5,263+0.3% | $4,736+11.5% | $4,764+10.8% |
| Participant deferral / active EE | $10,837 | $7,111+52.4% | $6,710+61.5% | $5,851+85.2% |
| Admin fee / account holder | $112 | $12,126-99.1% | $10,265-98.9% | $11,601-99.0% |