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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 | $66,367 | $209,422-68.3% | $178,503-62.8% | $158,982-58.3% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 17.35% | 188.81%-171.5pp | 151.12%-133.8pp | 302.99%-285.6pp |
| Employer contribution / active EE | $2,777 | $5,707-51.3% | $5,011-44.6% | $4,763-41.7% |
| Participant deferral / active EE | $6,081 | $5,955+2.1% | $5,202+16.9% | $5,983+1.6% |
| Admin fee / account holder | $2 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |