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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 | $73,927 | $209,425-64.7% | $178,499-58.6% | $158,966-53.5% |
| Participation rate | 89.5% | 86.4%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 19.03% | 188.80%-169.8pp | 151.10%-132.1pp | 302.95%-283.9pp |
| Employer contribution / active EE | $3,889 | $5,707-31.9% | $5,011-22.4% | $4,762-18.3% |
| Participant deferral / active EE | $4,224 | $5,955-29.1% | $5,202-18.8% | $5,983-29.4% |
| Admin fee / account holder | $281 | $17,078-98.4% | $13,986-98.0% | $11,250-97.5% |