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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 | $65,126 | $144,130-54.8% | $117,861-44.7% | $147,586-55.9% |
| Participation rate | 95.8% | 83.4%+12.4pp | 79.7%+16.2pp | 82.8%+13.0pp |
| Annual return | 11.76% | 531.20%-519.4pp | 335.11%-323.3pp | 578.59%-566.8pp |
| Employer contribution / active EE | $3,466 | $4,897-29.2% | $3,786-8.5% | $4,876-28.9% |
| Participant deferral / active EE | $4,508 | $5,316-15.2% | $4,482+0.6% | $5,439-17.1% |
| Admin fee / account holder | $199 | $10,887-98.2% | $8,021-97.5% | $10,886-98.2% |