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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 | $47,350 | $72,071-34.3% | $68,368-30.7% | $137,256-65.5% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.0%+1.3pp |
| Annual return | 19.11% | 353.14%-334.0pp | 292.57%-273.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,658 | $2,788-4.7% | $2,649+0.3% | $4,156-36.1% |
| Participant deferral / active EE | $4,314 | $4,410-2.2% | $4,123+4.6% | $6,407-32.7% |
| Admin fee / account holder | $50 | $5,336-99.1% | $5,150-99.0% | $12,270-99.6% |