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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 | $75,628 | $169,336-55.3% | $129,384-41.5% | $145,884-48.2% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 12.42% | 14408.70%-14396.3pp | 9461.77%-9449.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,795 | $5,540-31.5% | $4,153-8.6% | $4,662-18.6% |
| Participant deferral / active EE | $753 | $4,985-84.9% | $4,166-81.9% | $6,690-88.7% |
| Admin fee / account holder | $197 | $9,912-98.0% | $7,686-97.4% | $13,392-98.5% |