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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 | $58,961 | $111,535-47.1% | $105,223-44.0% | $137,256-57.0% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 17.20% | 237.85%-220.7pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,852 | $3,939-2.2% | $3,689+4.4% | $4,156-7.3% |
| Participant deferral / active EE | $8,995 | $5,500+63.6% | $5,072+77.4% | $6,407+40.4% |
| Admin fee / account holder | $262 | $9,721-97.3% | $8,859-97.0% | $12,270-97.9% |