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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 | $124,904 | $209,425-40.4% | $178,499-30.0% | $158,966-21.4% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 17.89% | 188.80%-170.9pp | 151.10%-133.2pp | 302.95%-285.1pp |
| Employer contribution / active EE | $4,013 | $5,707-29.7% | $5,011-19.9% | $4,762-15.7% |
| Participant deferral / active EE | $7,695 | $5,955+29.2% | $5,202+47.9% | $5,983+28.6% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |