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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 | $47,052 | $183,539-74.4% | $155,556-69.8% | $145,897-67.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 21.85% | 61.31%-39.5pp | 64.84%-43.0pp | 552.29%-530.4pp |
| Employer contribution / active EE | $6,643 | $5,315+25.0% | $4,675+42.1% | $4,663+42.5% |
| Participant deferral / active EE | $4,341 | $6,467-32.9% | $5,631-22.9% | $6,689-35.1% |
| Admin fee / account holder | $30 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |