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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 | $53,013 | $171,492-69.1% | $150,734-64.8% | $198,609-73.3% |
| Participation rate | 81.8% | 81.4%+0.4pp | 78.4%+3.4pp | 82.4%-0.6pp |
| Annual return | 19.67% | 804.70%-785.0pp | 600.81%-581.1pp | 202.70%-183.0pp |
| Employer contribution / active EE | $3,408 | $5,470-37.7% | $4,918-30.7% | $5,055-32.6% |
| Participant deferral / active EE | $6,903 | $6,259+10.3% | $5,610+23.1% | $6,977-1.1% |
| Admin fee / account holder | $18 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |