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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 | $65,703 | $176,105-62.7% | $159,474-58.8% | $167,536-60.8% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 17.38% | 331.91%-314.5pp | 263.68%-246.3pp | 478.82%-461.4pp |
| Employer contribution / active EE | $9,939 | $5,299+87.6% | $4,831+105.8% | $4,839+105.4% |
| Participant deferral / active EE | $4,182 | $7,751-46.0% | $7,353-43.1% | $6,342-34.1% |
| Admin fee / account holder | $130 | $12,559-99.0% | $10,802-98.8% | $12,315-98.9% |