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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 | $47,763 | $165,399-71.1% | $149,745-68.1% | $158,982-70.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 18.19% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $10,572 | $5,105+107.1% | $4,646+127.6% | $4,763+122.0% |
| Participant deferral / active EE | $4,349 | $7,183-39.5% | $6,843-36.5% | $5,983-27.3% |
| Admin fee / account holder | $8 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |