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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 | $68,615 | $226,105-69.7% | $182,540-62.4% | $152,897-55.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 30.79% | 192.58%-161.8pp | 148.58%-117.8pp | 345.43%-314.6pp |
| Employer contribution / active EE | $1,915 | $4,978-61.5% | $4,076-53.0% | $4,764-59.8% |
| Participant deferral / active EE | $7,068 | $6,370+11.0% | $5,525+27.9% | $5,851+20.8% |
| Admin fee / account holder | $211 | $10,706-98.0% | $8,593-97.5% | $11,599-98.2% |