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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 | $71,705 | $134,817-46.8% | $123,973-42.2% | $155,188-53.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 17.53% | 515.49%-498.0pp | 388.13%-370.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $3,823 | $4,425-13.6% | $4,126-7.3% | $4,248-10.0% |
| Participant deferral / active EE | $7,622 | $5,706+33.6% | $5,247+45.3% | $6,531+16.7% |
| Admin fee / account holder | $283 | $13,245-97.9% | $11,799-97.6% | $14,480-98.0% |