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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 | $105,447 | $166,020-36.5% | $164,866-36.0% | $145,959-27.8% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 12.97% | 100.08%-87.1pp | 69.97%-57.0pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,130 | $5,275-59.6% | $4,343-51.0% | $4,661-54.3% |
| Participant deferral / active EE | $6,106 | $6,961-12.3% | $6,033+1.2% | $6,689-8.7% |
| Admin fee / account holder | $7 | $16,644-100.0% | $12,689-99.9% | $13,398-99.9% |