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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 | $150,677 | $209,428-28.1% | $178,498-15.6% | $158,950-5.2% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.36% | 188.78%-174.4pp | 151.09%-136.7pp | 302.91%-288.5pp |
| Employer contribution / active EE | $2,705 | $5,707-52.6% | $5,011-46.0% | $4,762-43.2% |
| Participant deferral / active EE | $6,177 | $5,955+3.7% | $5,202+18.7% | $5,983+3.2% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |