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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 | $136,492 | $198,457-31.2% | $170,435-19.9% | $147,586-7.5% |
| Participation rate | 94.1% | 88.0%+6.1pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 16.30% | 257.30%-241.0pp | 205.94%-189.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $3,276 | $6,183-47.0% | $5,432-39.7% | $4,876-32.8% |
| Participant deferral / active EE | $7,807 | $5,629+38.7% | $4,939+58.0% | $5,439+43.5% |
| Admin fee / account holder | $65 | $16,852-99.6% | $13,881-99.5% | $10,886-99.4% |