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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 | $59,801 | $209,422-71.4% | $178,503-66.5% | $158,982-62.4% |
| Participation rate | 70.0% | 86.4%-16.4pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 14.55% | 188.81%-174.3pp | 151.12%-136.6pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,018 | $5,707-64.6% | $5,011-59.7% | $4,763-57.6% |
| Participant deferral / active EE | $6,507 | $5,955+9.3% | $5,202+25.1% | $5,983+8.7% |
| Admin fee / account holder | $298 | $17,079-98.3% | $13,987-97.9% | $11,252-97.3% |