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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 | $64,577 | $217,392-70.3% | $185,818-65.2% | $167,497-61.4% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 18.44% | 148.37%-129.9pp | 122.06%-103.6pp | 478.62%-460.2pp |
| Employer contribution / active EE | $2,249 | $5,873-61.7% | $5,168-56.5% | $4,838-53.5% |
| Participant deferral / active EE | $7,408 | $6,357+16.5% | $5,568+33.0% | $6,341+16.8% |
| Admin fee / account holder | $23 | $19,813-99.9% | $16,239-99.9% | $12,310-99.8% |