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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 | $33,555 | $165,361-79.7% | $149,715-77.6% | $158,950-78.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 25.23% | 348.24%-323.0pp | 276.66%-251.4pp | 302.91%-277.7pp |
| Employer contribution / active EE | $4,365 | $5,103-14.5% | $4,645-6.0% | $4,762-8.3% |
| Participant deferral / active EE | $10,140 | $7,182+41.2% | $6,842+48.2% | $5,983+69.5% |
| Admin fee / account holder | $50 | $10,808-99.5% | $9,310-99.5% | $11,248-99.6% |