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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 | $58,428 | $144,130-59.5% | $117,861-50.4% | $147,586-60.4% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 20.61% | 531.20%-510.6pp | 335.11%-314.5pp | 578.59%-558.0pp |
| Employer contribution / active EE | $4,231 | $4,897-13.6% | $3,786+11.7% | $4,876-13.2% |
| Participant deferral / active EE | $7,830 | $5,316+47.3% | $4,482+74.7% | $5,439+44.0% |
| Admin fee / account holder | $245 | $10,887-97.7% | $8,021-96.9% | $10,886-97.7% |