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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 | $56,184 | $144,124-61.0% | $117,857-52.3% | $147,585-61.9% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.7%+7.0pp | 82.8%+3.8pp |
| Annual return | 14.84% | 531.17%-516.3pp | 335.09%-320.3pp | 578.57%-563.7pp |
| Employer contribution / active EE | $3,285 | $4,897-32.9% | $3,786-13.2% | $4,876-32.6% |
| Participant deferral / active EE | $4,766 | $5,316-10.3% | $4,482+6.3% | $5,439-12.4% |
| Admin fee / account holder | $261 | $10,886-97.6% | $8,020-96.7% | $10,885-97.6% |