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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 | $55,334 | $154,754-64.2% | $124,206-55.4% | $138,895-60.2% |
| Participation rate | 94.4% | 75.5%+19.0pp | 69.6%+24.9pp | 79.9%+14.5pp |
| Annual return | 16.86% | 709.28%-692.4pp | 515.27%-498.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,417 | $4,446-23.1% | $3,540-3.5% | $4,194-18.5% |
| Participant deferral / active EE | $4,767 | $4,621+3.2% | $3,968+20.2% | $6,396-25.5% |
| Admin fee / account holder | $160 | $6,690-97.6% | $5,929-97.3% | $12,562-98.7% |