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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 | $67,210 | $165,399-59.4% | $149,745-55.1% | $158,982-57.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 19.50% | 348.34%-328.8pp | 276.72%-257.2pp | 302.99%-283.5pp |
| Employer contribution / active EE | $5,701 | $5,105+11.7% | $4,646+22.7% | $4,763+19.7% |
| Participant deferral / active EE | $4,054 | $7,183-43.6% | $6,843-40.8% | $5,983-32.2% |
| Admin fee / account holder | $6 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |