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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 | $55,577 | $118,708-53.2% | $98,920-43.8% | $158,966-65.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+8.9pp |
| Annual return | 17.60% | 372.49%-354.9pp | 196.47%-178.9pp | 302.95%-285.3pp |
| Employer contribution / active EE | $3,840 | $3,334+15.2% | $2,689+42.8% | $4,762-19.4% |
| Participant deferral / active EE | $7,510 | $5,089+47.6% | $4,245+76.9% | $5,983+25.5% |
| Admin fee / account holder | $2 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |