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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 | $131,691 | $209,422-37.1% | $178,503-26.2% | $158,982-17.2% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 18.95% | 188.81%-169.9pp | 151.12%-132.2pp | 302.99%-284.0pp |
| Employer contribution / active EE | $2,105 | $5,707-63.1% | $5,011-58.0% | $4,763-55.8% |
| Participant deferral / active EE | $6,295 | $5,955+5.7% | $5,202+21.0% | $5,983+5.2% |
| Admin fee / account holder | $138 | $17,079-99.2% | $13,987-99.0% | $11,252-98.8% |