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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 | $51,658 | $176,105-70.7% | $159,474-67.6% | $167,536-69.2% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 18.13% | 331.91%-313.8pp | 263.68%-245.5pp | 478.82%-460.7pp |
| Employer contribution / active EE | $5,032 | $5,299-5.0% | $4,831+4.2% | $4,839+4.0% |
| Participant deferral / active EE | $9,685 | $7,751+24.9% | $7,353+31.7% | $6,342+52.7% |
| Admin fee / account holder | $173 | $12,559-98.6% | $10,802-98.4% | $12,315-98.6% |