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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 | $45,971 | $198,457-76.8% | $170,435-73.0% | $147,586-68.9% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 16.51% | 257.30%-240.8pp | 205.94%-189.4pp | 578.59%-562.1pp |
| Employer contribution / active EE | $5,273 | $6,183-14.7% | $5,432-2.9% | $4,876+8.1% |
| Participant deferral / active EE | $3,938 | $5,629-30.1% | $4,939-20.3% | $5,439-27.6% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |