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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 | $121,505 | $217,432-44.1% | $185,849-34.6% | $167,536-27.5% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 11.75% | 148.42%-136.7pp | 122.10%-110.3pp | 478.82%-467.1pp |
| Employer contribution / active EE | $2,124 | $5,875-63.8% | $5,169-58.9% | $4,839-56.1% |
| Participant deferral / active EE | $7,135 | $6,357+12.2% | $5,569+28.1% | $6,342+12.5% |
| Admin fee / account holder | $2 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |