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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 | $73,100 | $209,422-65.1% | $178,503-59.0% | $158,982-54.0% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 19.02% | 188.81%-169.8pp | 151.12%-132.1pp | 302.99%-284.0pp |
| Employer contribution / active EE | $3,892 | $5,707-31.8% | $5,011-22.3% | $4,763-18.3% |
| Participant deferral / active EE | $7,971 | $5,955+33.9% | $5,202+53.2% | $5,983+33.2% |
| Admin fee / account holder | $281 | $17,079-98.4% | $13,987-98.0% | $11,252-97.5% |