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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 | $58,768 | $176,120-66.6% | $159,487-63.2% | $167,553-64.9% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 15.00% | 331.95%-316.9pp | 263.71%-248.7pp | 478.89%-463.9pp |
| Employer contribution / active EE | $8,037 | $5,299+51.7% | $4,831+66.3% | $4,840+66.1% |
| Participant deferral / active EE | $7,119 | $7,752-8.2% | $7,354-3.2% | $6,343+12.2% |
| Admin fee / account holder | $234 | $12,561-98.1% | $10,804-97.8% | $12,316-98.1% |