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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 | $61,337 | $129,737-52.7% | $119,126-48.5% | $154,746-60.4% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 16.76% | 379.08%-362.3pp | 282.11%-265.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $960 | $4,375-78.1% | $4,034-76.2% | $4,379-78.1% |
| Participant deferral / active EE | $6,074 | $5,842+4.0% | $5,318+14.2% | $6,730-9.7% |
| Admin fee / account holder | $233 | $11,961-98.1% | $10,693-97.8% | $14,365-98.4% |