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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 | $49,241 | $183,539-73.2% | $155,556-68.3% | $145,897-66.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.37% | 61.31%-45.9pp | 64.84%-49.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $4,326 | $5,315-18.6% | $4,675-7.5% | $4,663-7.2% |
| Participant deferral / active EE | $4,112 | $6,467-36.4% | $5,631-27.0% | $6,689-38.5% |
| Admin fee / account holder | $186 | $19,275-99.0% | $15,885-98.8% | $13,390-98.6% |