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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 | $70,604 | $175,231-59.7% | $149,696-52.8% | $139,466-49.4% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 19.41% | 166.77%-147.4pp | 134.46%-115.0pp | 373.66%-354.3pp |
| Employer contribution / active EE | $3,011 | $5,478-45.0% | $4,821-37.5% | $4,754-36.7% |
| Participant deferral / active EE | $7,289 | $6,521+11.8% | $5,682+28.3% | $6,712+8.6% |
| Admin fee / account holder | $149 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |