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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 | $51,109 | $129,737-60.6% | $119,126-57.1% | $154,746-67.0% |
| Participation rate | 95.5% | 78.9%+16.6pp | 75.8%+19.7pp | 80.7%+14.8pp |
| Annual return | 11.87% | 379.08%-367.2pp | 282.11%-270.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $5,037 | $4,375+15.1% | $4,034+24.9% | $4,379+15.0% |
| Participant deferral / active EE | $2,465 | $5,842-57.8% | $5,318-53.6% | $6,730-63.4% |
| Admin fee / account holder | $218 | $11,961-98.2% | $10,693-98.0% | $14,365-98.5% |