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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 | $54,135 | $183,516-70.5% | $155,534-65.2% | $145,884-62.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.82% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $4,127 | $5,315-22.4% | $4,675-11.7% | $4,662-11.5% |
| Participant deferral / active EE | $9,976 | $6,467+54.3% | $5,630+77.2% | $6,690+49.1% |
| Admin fee / account holder | $34 | $19,293-99.8% | $15,900-99.8% | $13,392-99.7% |