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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 | $136,385 | $175,231-22.2% | $149,696-8.9% | $139,466-2.2% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 18.91% | 166.77%-147.9pp | 134.46%-115.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $2,956 | $5,478-46.0% | $4,821-38.7% | $4,754-37.8% |
| Participant deferral / active EE | $6,963 | $6,521+6.8% | $5,682+22.5% | $6,712+3.7% |
| Admin fee / account holder | $85 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |