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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 | $129,737-59.1% | $119,126-55.5% | $154,746-65.7% |
| Participation rate | 81.8% | 78.9%+3.0pp | 75.8%+6.1pp | 80.7%+1.1pp |
| Annual return | 19.67% | 379.08%-359.4pp | 282.11%-262.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $3,408 | $4,375-22.1% | $4,034-15.5% | $4,379-22.2% |
| Participant deferral / active EE | $6,903 | $5,842+18.2% | $5,318+29.8% | $6,730+2.6% |
| Admin fee / account holder | $18 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |