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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 | $67,050 | $162,821-58.8% | $133,978-50.0% | $158,982-57.8% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 204.70% | 41.95%+162.8pp | 45.10%+159.6pp | 302.99%-98.3pp |
| Employer contribution / active EE | $2,372 | $4,976-52.3% | $3,919-39.5% | $4,763-50.2% |
| Participant deferral / active EE | $4,942 | $5,910-16.4% | $5,047-2.1% | $5,983-17.4% |
| Admin fee / account holder | $300 | $11,742-97.4% | $8,930-96.6% | $11,252-97.3% |