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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 | $134,817-52.5% | $123,973-48.4% | $155,188-58.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 19.82% | 515.49%-495.7pp | 388.13%-368.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $3,816 | $4,425-13.8% | $4,126-7.5% | $4,248-10.2% |
| Participant deferral / active EE | $6,966 | $5,706+22.1% | $5,247+32.8% | $6,531+6.7% |
| Admin fee / account holder | $293 | $13,245-97.8% | $11,799-97.5% | $14,480-98.0% |