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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 | $69,412 | $176,120-60.6% | $159,487-56.5% | $167,553-58.6% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 21.80% | 331.95%-310.1pp | 263.71%-241.9pp | 478.89%-457.1pp |
| Employer contribution / active EE | $3,340 | $5,299-37.0% | $4,831-30.9% | $4,840-31.0% |
| Participant deferral / active EE | $8,889 | $7,752+14.7% | $7,354+20.9% | $6,343+40.2% |
| Admin fee / account holder | $5 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |