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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 | $77,020 | $226,105-65.9% | $182,540-57.8% | $152,897-49.6% |
| Participation rate | 82.4% | 82.5%-0.1pp | 78.0%+4.4pp | 82.5%-0.1pp |
| Annual return | 21.19% | 192.58%-171.4pp | 148.58%-127.4pp | 345.43%-324.2pp |
| Employer contribution / active EE | $3,700 | $4,978-25.7% | $4,076-9.2% | $4,764-22.3% |
| Participant deferral / active EE | $8,037 | $6,370+26.2% | $5,525+45.5% | $5,851+37.4% |
| Admin fee / account holder | $152 | $10,706-98.6% | $8,593-98.2% | $11,599-98.7% |