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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 | $124,970 | $202,440-38.3% | $169,390-26.2% | $139,466-10.4% |
| Participation rate | 71.4% | 81.1%-9.7pp | 77.2%-5.7pp | 80.3%-8.9pp |
| Annual return | 17.02% | 532.36%-515.3pp | 406.07%-389.0pp | 373.66%-356.6pp |
| Employer contribution / active EE | $2,215 | $4,693-52.8% | $4,013-44.8% | $4,754-53.4% |
| Participant deferral / active EE | $5,125 | $6,940-26.1% | $6,222-17.6% | $6,712-23.6% |
| Admin fee / account holder | $10 | $10,722-99.9% | $9,015-99.9% | $11,409-99.9% |