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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 | $90,245 | $209,425-56.9% | $178,499-49.4% | $158,966-43.2% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 8.05% | 188.80%-180.7pp | 151.10%-143.1pp | 302.95%-294.9pp |
| Employer contribution / active EE | $10,007 | $5,707+75.3% | $5,011+99.7% | $4,762+110.1% |
| Participant deferral / active EE | $5,901 | $5,955-0.9% | $5,202+13.4% | $5,983-1.4% |
| Admin fee / account holder | $35 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |