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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 | $39,551 | $226,135-82.5% | $182,558-78.3% | $152,909-74.1% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.0%+14.9pp | 82.5%+10.4pp |
| Annual return | 21.13% | 192.60%-171.5pp | 148.59%-127.5pp | 345.46%-324.3pp |
| Employer contribution / active EE | $5,115 | $4,979+2.7% | $4,076+25.5% | $4,764+7.4% |
| Participant deferral / active EE | $3,041 | $6,371-52.3% | $5,526-45.0% | $5,851-48.0% |
| Admin fee / account holder | $181 | $10,707-98.3% | $8,594-97.9% | $11,601-98.4% |