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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 | $129,737-31.9% | $119,126-25.8% | $154,746-42.9% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 18.96% | 379.08%-360.1pp | 282.11%-263.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $3,271 | $4,375-25.2% | $4,034-18.9% | $4,379-25.3% |
| Participant deferral / active EE | $13,200 | $5,842+126.0% | $5,318+148.2% | $6,730+96.1% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |