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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 | $67,522 | $129,737-48.0% | $119,126-43.3% | $154,746-56.4% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 18.62% | 379.08%-360.5pp | 282.11%-263.5pp | 172.34%-153.7pp |
| Employer contribution / active EE | $4,377 | $4,3750% | $4,034+8.5% | $4,3790% |
| Participant deferral / active EE | $7,839 | $5,842+34.2% | $5,318+47.4% | $6,730+16.5% |
| Admin fee / account holder | $19 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |