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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 | $67,165 | $171,492-60.8% | $150,734-55.4% | $198,609-66.2% |
| Participation rate | 91.7% | 81.4%+10.3pp | 78.4%+13.2pp | 82.4%+9.3pp |
| Annual return | 15.62% | 804.70%-789.1pp | 600.81%-585.2pp | 202.70%-187.1pp |
| Employer contribution / active EE | $2,781 | $5,470-49.2% | $4,918-43.5% | $5,055-45.0% |
| Participant deferral / active EE | $6,588 | $6,259+5.3% | $5,610+17.4% | $6,977-5.6% |
| Admin fee / account holder | $4 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |