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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 | $90,059 | $157,276-42.7% | $141,177-36.2% | $152,885-41.1% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.5%-0.1pp |
| Annual return | 22.86% | 64.33%-41.5pp | 71.40%-48.5pp | 345.39%-322.5pp |
| Employer contribution / active EE | $3,812 | $5,262-27.5% | $4,736-19.5% | $4,763-20.0% |
| Participant deferral / active EE | $9,223 | $7,110+29.7% | $6,710+37.5% | $5,851+57.6% |
| Admin fee / account holder | $17 | $12,123-99.9% | $10,263-99.8% | $11,598-99.9% |