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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 | $55,157 | $209,422-73.7% | $178,503-69.1% | $158,982-65.3% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 11.12% | 188.81%-177.7pp | 151.12%-140.0pp | 302.99%-291.9pp |
| Employer contribution / active EE | $2,024 | $5,707-64.5% | $5,011-59.6% | $4,763-57.5% |
| Participant deferral / active EE | $9,077 | $5,955+52.4% | $5,202+74.5% | $5,983+51.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |