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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 | $36,549 | $148,582-75.4% | $135,942-73.1% | $139,456-73.8% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 35.57% | 79.26%-43.7pp | 68.28%-32.7pp | 373.45%-337.9pp |
| Employer contribution / active EE | $2,067 | $5,245-60.6% | $4,858-57.4% | $4,753-56.5% |
| Participant deferral / active EE | $8,268 | $8,101+2.1% | $7,759+6.6% | $6,711+23.2% |
| Admin fee / account holder | $122 | $12,402-99.0% | $10,764-98.9% | $11,407-98.9% |