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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 | $70,799 | $160,040-55.8% | $147,096-51.9% | $145,877-51.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.53% | 98.49%-82.0pp | 419.75%-403.2pp | 551.28%-534.8pp |
| Employer contribution / active EE | $7,125 | $5,289+34.7% | $4,936+44.3% | $4,663+52.8% |
| Participant deferral / active EE | $12,635 | $8,429+49.9% | $8,071+56.5% | $6,691+88.9% |
| Admin fee / account holder | $60 | $15,050-99.6% | $13,005-99.5% | $13,402-99.6% |