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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 | $59,806 | $156,970-61.9% | $121,210-50.7% | $139,487-57.1% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 28.37% | 1477.10%-1448.7pp | 987.41%-959.0pp | 373.84%-345.5pp |
| Employer contribution / active EE | $3,631 | $5,546-34.5% | $4,171-12.9% | $4,755-23.6% |
| Participant deferral / active EE | $8,091 | $4,849+66.9% | $4,084+98.1% | $6,713+20.5% |
| Admin fee / account holder | $251 | $6,947-96.4% | $5,647-95.6% | $11,407-97.8% |