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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 | $55,084 | $209,422-73.7% | $178,503-69.1% | $158,982-65.4% |
| Participation rate | 86.4% | 86.4%0pp | 81.9%+4.4pp | 82.0%+4.4pp |
| Annual return | 26.88% | 188.81%-161.9pp | 151.12%-124.2pp | 302.99%-276.1pp |
| Employer contribution / active EE | $2,367 | $5,707-58.5% | $5,011-52.8% | $4,763-50.3% |
| Participant deferral / active EE | $4,994 | $5,955-16.1% | $5,202-4.0% | $5,983-16.5% |
| Admin fee / account holder | $4 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |