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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 | $65,549 | $217,432-69.9% | $185,849-64.7% | $167,536-60.9% |
| Participation rate | 84.2% | 86.1%-1.8pp | 81.7%+2.5pp | 82.1%+2.1pp |
| Annual return | 8.95% | 148.42%-139.5pp | 122.10%-113.1pp | 478.82%-469.9pp |
| Employer contribution / active EE | $2,318 | $5,875-60.5% | $5,169-55.1% | $4,839-52.1% |
| Participant deferral / active EE | $4,896 | $6,357-23.0% | $5,569-12.1% | $6,342-22.8% |
| Admin fee / account holder | $106 | $19,818-99.5% | $16,244-99.3% | $12,315-99.1% |