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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 | $38,442 | $169,336-77.3% | $129,384-70.3% | $145,884-73.6% |
| Participation rate | 76.9% | 76.5%+0.4pp | 69.6%+7.3pp | 80.3%-3.4pp |
| Annual return | 18.59% | 14408.70%-14390.1pp | 9461.77%-9443.2pp | 551.85%-533.3pp |
| Employer contribution / active EE | $4,106 | $5,540-25.9% | $4,153-1.1% | $4,662-11.9% |
| Participant deferral / active EE | $6,614 | $4,985+32.7% | $4,166+58.8% | $6,690-1.1% |
| Admin fee / account holder | $183 | $9,912-98.2% | $7,686-97.6% | $13,392-98.6% |