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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 | $75,904 | $209,422-63.8% | $178,503-57.5% | $158,982-52.3% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 375.55% | 188.81%+186.7pp | 151.12%+224.4pp | 302.99%+72.6pp |
| Employer contribution / active EE | $3,258 | $5,707-42.9% | $5,011-35.0% | $4,763-31.6% |
| Participant deferral / active EE | $5,778 | $5,955-3.0% | $5,202+11.1% | $5,983-3.4% |
| Admin fee / account holder | $170 | $17,079-99.0% | $13,987-98.8% | $11,252-98.5% |