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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 | $133,565 | $198,461-32.7% | $170,436-21.6% | $147,585-9.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.07% | 257.30%-232.2pp | 205.94%-180.9pp | 578.57%-553.5pp |
| Employer contribution / active EE | $2,107 | $6,184-65.9% | $5,433-61.2% | $4,876-56.8% |
| Participant deferral / active EE | $5,599 | $5,629-0.5% | $4,939+13.3% | $5,439+2.9% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |