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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 | $71,160 | $217,432-67.3% | $185,849-61.7% | $167,536-57.5% |
| Participation rate | 86.4% | 86.1%+0.3pp | 81.7%+4.7pp | 82.1%+4.3pp |
| Annual return | 15.06% | 148.42%-133.4pp | 122.10%-107.0pp | 478.82%-463.8pp |
| Employer contribution / active EE | $2,677 | $5,875-54.4% | $5,169-48.2% | $4,839-44.7% |
| Participant deferral / active EE | $7,272 | $6,357+14.4% | $5,569+30.6% | $6,342+14.7% |
| Admin fee / account holder | -$68 | $19,818-100.3% | $16,244-100.4% | $12,315-100.6% |