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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 | $119,126 | $176,120-32.4% | $159,487-25.3% | $167,553-28.9% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 19.21% | 331.95%-312.7pp | 263.71%-244.5pp | 478.89%-459.7pp |
| Employer contribution / active EE | $2,487 | $5,299-53.1% | $4,831-48.5% | $4,840-48.6% |
| Participant deferral / active EE | $6,083 | $7,752-21.5% | $7,354-17.3% | $6,343-4.1% |
| Admin fee / account holder | $158 | $12,561-98.7% | $10,804-98.5% | $12,316-98.7% |