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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 | $63,448 | $78,690-19.4% | $161,489-60.7% | $87,485-27.5% |
| Participation rate | 96.4% | 67.5%+29.0pp | 78.7%+17.7pp | 68.9%+27.5pp |
| Annual return | 44.46% | 32.74%+11.7pp | 89.72%-45.3pp | 26.06%+18.4pp |
| Employer contribution / active EE | $4,615 | $2,588+78.3% | $4,268+8.1% | $2,596+77.8% |
| Participant deferral / active EE | $5,953 | $3,311+79.8% | $5,630+5.7% | $4,274+39.3% |
| Admin fee / account holder | $290 | $6,724-95.7% | $16,006-98.2% | $7,775-96.3% |