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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 | $41,497 | $125,778-67.0% | $114,563-63.8% | $154,746-73.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.9%+14.6pp | 80.7%+6.8pp |
| Annual return | 24.90% | 295.14%-270.2pp | 241.09%-216.2pp | 172.34%-147.4pp |
| Employer contribution / active EE | $4,300 | $2,806+53.2% | $2,592+65.9% | $4,379-1.8% |
| Participant deferral / active EE | $7,103 | $4,445+59.8% | $4,142+71.5% | $6,730+5.5% |
| Admin fee / account holder | $18 | $8,190-99.8% | $7,623-99.8% | $14,365-99.9% |