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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 | $77,560 | $107,368-27.8% | $92,915-16.5% | $152,909-49.3% |
| Participation rate | 90.5% | 79.8%+10.7pp | 76.0%+14.5pp | 82.5%+8.0pp |
| Annual return | 25.61% | 145.64%-120.0pp | 109.45%-83.8pp | 345.46%-319.9pp |
| Employer contribution / active EE | $4,380 | $4,222+3.7% | $3,653+19.9% | $4,764-8.1% |
| Participant deferral / active EE | $7,319 | $4,848+51.0% | $4,238+72.7% | $5,851+25.1% |
| Admin fee / account holder | $178 | $7,082-97.5% | $5,796-96.9% | $11,601-98.5% |