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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 | $67,642 | $175,231-61.4% | $149,696-54.8% | $139,466-51.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.04% | 166.77%-148.7pp | 134.46%-116.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $6,343 | $5,478+15.8% | $4,821+31.6% | $4,754+33.4% |
| Participant deferral / active EE | $7,039 | $6,521+7.9% | $5,682+23.9% | $6,712+4.9% |
| Admin fee / account holder | $30 | $16,155-99.8% | $13,212-99.8% | $11,409-99.7% |