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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 | $88,371 | $171,492-48.5% | $150,734-41.4% | $198,609-55.5% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 18.96% | 804.70%-785.7pp | 600.81%-581.8pp | 202.70%-183.7pp |
| Employer contribution / active EE | $3,271 | $5,470-40.2% | $4,918-33.5% | $5,055-35.3% |
| Participant deferral / active EE | $13,200 | $6,259+110.9% | $5,610+135.3% | $6,977+89.2% |
| Admin fee / account holder | $20 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |