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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 | $101,272 | $183,516-44.8% | $155,534-34.9% | $145,884-30.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.94% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,500 | $5,315-53.0% | $4,675-46.5% | $4,662-46.4% |
| Participant deferral / active EE | $3,812 | $6,467-41.0% | $5,630-32.3% | $6,690-43.0% |
| Admin fee / account holder | $61 | $19,293-99.7% | $15,900-99.6% | $13,392-99.5% |