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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 | $68,171 | $148,629-54.1% | $135,982-49.9% | $139,487-51.1% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 23.48% | 79.33%-55.8pp | 68.32%-44.8pp | 373.84%-350.4pp |
| Employer contribution / active EE | $1,672 | $5,247-68.1% | $4,859-65.6% | $4,755-64.8% |
| Participant deferral / active EE | $3,484 | $8,102-57.0% | $7,760-55.1% | $6,713-48.1% |
| Admin fee / account holder | $172 | $12,406-98.6% | $10,767-98.4% | $11,407-98.5% |