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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 | $122,649 | $198,457-38.2% | $170,435-28.0% | $147,586-16.9% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 20.57% | 257.30%-236.7pp | 205.94%-185.4pp | 578.59%-558.0pp |
| Employer contribution / active EE | $5,834 | $6,183-5.6% | $5,432+7.4% | $4,876+19.6% |
| Participant deferral / active EE | $3,616 | $5,629-35.8% | $4,939-26.8% | $5,439-33.5% |
| Admin fee / account holder | $1 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |