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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 | $109,046 | $198,457-45.1% | $170,435-36.0% | $147,586-26.1% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 10.94% | 257.30%-246.4pp | 205.94%-195.0pp | 578.59%-567.7pp |
| Employer contribution / active EE | $2,089 | $6,183-66.2% | $5,432-61.6% | $4,876-57.2% |
| Participant deferral / active EE | $6,672 | $5,629+18.5% | $4,939+35.1% | $5,439+22.7% |
| Admin fee / account holder | $19 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |