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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 | $63,595 | $72,071-11.8% | $68,368-7.0% | $137,256-53.7% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.0%+6.7pp |
| Annual return | 22.70% | 353.14%-330.4pp | 292.57%-269.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,677 | $2,788-4.0% | $2,649+1.1% | $4,156-35.6% |
| Participant deferral / active EE | $7,259 | $4,410+64.6% | $4,123+76.1% | $6,407+13.3% |
| Admin fee / account holder | $288 | $5,336-94.6% | $5,150-94.4% | $12,270-97.6% |