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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 | $61,044 | $176,077-65.3% | $159,455-61.7% | $167,518-63.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 21.72% | 331.83%-310.1pp | 263.63%-241.9pp | 478.71%-457.0pp |
| Employer contribution / active EE | $2,521 | $5,298-52.4% | $4,830-47.8% | $4,838-47.9% |
| Participant deferral / active EE | $8,634 | $7,751+11.4% | $7,353+17.4% | $6,342+36.1% |
| Admin fee / account holder | $12 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |