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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 | $100,738 | $176,077-42.8% | $159,455-36.8% | $167,518-39.9% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 12.68% | 331.83%-319.2pp | 263.63%-250.9pp | 478.71%-466.0pp |
| Employer contribution / active EE | $3,746 | $5,298-29.3% | $4,830-22.4% | $4,838-22.6% |
| Participant deferral / active EE | $4,819 | $7,751-37.8% | $7,353-34.5% | $6,342-24.0% |
| Admin fee / account holder | $262 | $12,556-97.9% | $10,800-97.6% | $12,312-97.9% |