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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 | $201,602 | $165,399+21.9% | $149,745+34.6% | $158,982+26.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 13.66% | 348.34%-334.7pp | 276.72%-263.1pp | 302.99%-289.3pp |
| Employer contribution / active EE | $1,920 | $5,105-62.4% | $4,646-58.7% | $4,763-59.7% |
| Participant deferral / active EE | $6,635 | $7,183-7.6% | $6,843-3.0% | $5,983+10.9% |
| Admin fee / account holder | $267 | $10,811-97.5% | $9,312-97.1% | $11,252-97.6% |