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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 | $138,177 | $165,399-16.5% | $149,745-7.7% | $158,982-13.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 13.02% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $4,920 | $5,105-3.6% | $4,646+5.9% | $4,763+3.3% |
| Participant deferral / active EE | $5,593 | $7,183-22.1% | $6,843-18.3% | $5,983-6.5% |
| Admin fee / account holder | $73 | $10,811-99.3% | $9,312-99.2% | $11,252-99.3% |