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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 | $150,692 | $217,427-30.7% | $185,837-18.9% | $167,518-10.0% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 12.32% | 148.39%-136.1pp | 122.08%-109.8pp | 478.71%-466.4pp |
| Employer contribution / active EE | $1,929 | $5,874-67.2% | $5,168-62.7% | $4,838-60.1% |
| Participant deferral / active EE | $4,042 | $6,357-36.4% | $5,568-27.4% | $6,342-36.3% |
| Admin fee / account holder | $13 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |