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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 | $35,875 | $125,778-71.5% | $114,563-68.7% | $154,746-76.8% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.9%+8.9pp | 80.7%+1.1pp |
| Annual return | 21.75% | 295.14%-273.4pp | 241.09%-219.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $2,713 | $2,806-3.3% | $2,592+4.7% | $4,379-38.0% |
| Participant deferral / active EE | $3,776 | $4,445-15.0% | $4,142-8.8% | $6,730-43.9% |
| Admin fee / account holder | $77 | $8,190-99.1% | $7,623-99.0% | $14,365-99.5% |