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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 | $55,157 | $209,405-73.7% | $178,486-69.1% | $158,931-65.3% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 11.12% | 188.77%-177.6pp | 151.08%-140.0pp | 302.86%-291.7pp |
| Employer contribution / active EE | $2,024 | $5,707-64.5% | $5,011-59.6% | $4,761-57.5% |
| Participant deferral / active EE | $9,077 | $5,954+52.4% | $5,202+74.5% | $5,982+51.7% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |