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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 | $65,022 | $209,425-69.0% | $178,499-63.6% | $158,966-59.1% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 63.96% | 188.80%-124.8pp | 151.10%-87.1pp | 302.95%-239.0pp |
| Employer contribution / active EE | $4,422 | $5,707-22.5% | $5,011-11.8% | $4,762-7.1% |
| Participant deferral / active EE | $4,374 | $5,955-26.5% | $5,202-15.9% | $5,983-26.9% |
| Admin fee / account holder | $191 | $17,078-98.9% | $13,986-98.6% | $11,250-98.3% |