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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 | $67,844 | $148,582-54.3% | $135,942-50.1% | $139,456-51.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 19.83% | 79.26%-59.4pp | 68.28%-48.4pp | 373.45%-353.6pp |
| Employer contribution / active EE | $3,979 | $5,245-24.1% | $4,858-18.1% | $4,753-16.3% |
| Participant deferral / active EE | $9,741 | $8,101+20.2% | $7,759+25.5% | $6,711+45.1% |
| Admin fee / account holder | $256 | $12,402-97.9% | $10,764-97.6% | $11,407-97.8% |