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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 | $55,580 | $196,972-71.8% | $182,262-69.5% | $198,609-72.0% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 20.53% | 158.27%-137.7pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $11,627 | $5,364+116.8% | $5,046+130.4% | $5,055+130.0% |
| Participant deferral / active EE | $5,209 | $8,643-39.7% | $8,276-37.1% | $6,977-25.3% |
| Admin fee / account holder | $141 | $18,429-99.2% | $16,712-99.2% | $19,030-99.3% |