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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 | $70,122 | $217,432-67.8% | $185,849-62.3% | $167,536-58.1% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 10.89% | 148.42%-137.5pp | 122.10%-111.2pp | 478.82%-467.9pp |
| Employer contribution / active EE | $2,597 | $5,875-55.8% | $5,169-49.7% | $4,839-46.3% |
| Participant deferral / active EE | $6,628 | $6,357+4.3% | $5,569+19.0% | $6,342+4.5% |
| Admin fee / account holder | $25 | $19,818-99.9% | $16,244-99.8% | $12,315-99.8% |