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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 | $135,196 | $209,422-35.4% | $178,503-24.3% | $158,982-15.0% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 25.89% | 188.81%-162.9pp | 151.12%-125.2pp | 302.99%-277.1pp |
| Employer contribution / active EE | $1,539 | $5,707-73.0% | $5,011-69.3% | $4,763-67.7% |
| Participant deferral / active EE | $10,418 | $5,955+74.9% | $5,202+100.3% | $5,983+74.1% |
| Admin fee / account holder | $137 | $17,079-99.2% | $13,987-99.0% | $11,252-98.8% |