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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 | $64,031 | $129,737-50.6% | $119,126-46.2% | $154,746-58.6% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 19.82% | 379.08%-359.3pp | 282.11%-262.3pp | 172.34%-152.5pp |
| Employer contribution / active EE | $3,816 | $4,375-12.8% | $4,034-5.4% | $4,379-12.9% |
| Participant deferral / active EE | $6,966 | $5,842+19.2% | $5,318+31.0% | $6,730+3.5% |
| Admin fee / account holder | $293 | $11,961-97.6% | $10,693-97.3% | $14,365-98.0% |