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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 | $217,432-70.3% | $185,851-65.3% | $167,553-61.5% |
| Participation rate | 93.3% | 86.1%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 18.44% | 148.43%-130.0pp | 122.11%-103.7pp | 478.89%-460.4pp |
| Employer contribution / active EE | $2,249 | $5,874-61.7% | $5,168-56.5% | $4,840-53.5% |
| Participant deferral / active EE | $7,408 | $6,357+16.5% | $5,569+33.0% | $6,343+16.8% |
| Admin fee / account holder | $23 | $19,820-99.9% | $16,245-99.9% | $12,316-99.8% |