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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 | $76,120 | $152,619-50.1% | $125,195-39.2% | $152,909-50.2% |
| Participation rate | 90.5% | 83.3%+7.1pp | 79.8%+10.7pp | 82.5%+8.0pp |
| Annual return | 22.39% | 54.85%-32.5pp | 43.79%-21.4pp | 345.46%-323.1pp |
| Employer contribution / active EE | $2,683 | $4,947-45.8% | $3,866-30.6% | $4,764-43.7% |
| Participant deferral / active EE | $5,055 | $5,869-13.9% | $4,937+2.4% | $5,851-13.6% |
| Admin fee / account holder | $54 | $13,437-99.6% | $9,704-99.4% | $11,601-99.5% |