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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 | $52,185 | $129,737-59.8% | $119,126-56.2% | $154,746-66.3% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 19.11% | 379.08%-360.0pp | 282.11%-263.0pp | 172.34%-153.2pp |
| Employer contribution / active EE | $4,227 | $4,375-3.4% | $4,034+4.8% | $4,379-3.5% |
| Participant deferral / active EE | $11,499 | $5,842+96.8% | $5,318+116.2% | $6,730+70.9% |
| Admin fee / account holder | $273 | $11,961-97.7% | $10,693-97.4% | $14,365-98.1% |