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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 | $78,437 | $144,130-45.6% | $117,861-33.5% | $147,586-46.9% |
| Participation rate | 82.4% | 83.4%-1.1pp | 79.7%+2.7pp | 82.8%-0.5pp |
| Annual return | 10.80% | 531.20%-520.4pp | 335.11%-324.3pp | 578.59%-567.8pp |
| Employer contribution / active EE | $2,312 | $4,897-52.8% | $3,786-38.9% | $4,876-52.6% |
| Participant deferral / active EE | $3,545 | $5,316-33.3% | $4,482-20.9% | $5,439-34.8% |
| Admin fee / account holder | $137 | $10,887-98.7% | $8,021-98.3% | $10,886-98.7% |