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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 | $62,050 | $217,432-71.5% | $185,849-66.6% | $167,536-63.0% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 17.53% | 148.42%-130.9pp | 122.10%-104.6pp | 478.82%-461.3pp |
| Employer contribution / active EE | $2,475 | $5,875-57.9% | $5,169-52.1% | $4,839-48.9% |
| Participant deferral / active EE | $6,820 | $6,357+7.3% | $5,569+22.5% | $6,342+7.5% |
| Admin fee / account holder | $20 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |