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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 | $99,664 | $209,422-52.4% | $178,503-44.2% | $158,982-37.3% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 10.78% | 188.81%-178.0pp | 151.12%-140.3pp | 302.99%-292.2pp |
| Employer contribution / active EE | $2,094 | $5,707-63.3% | $5,011-58.2% | $4,763-56.0% |
| Participant deferral / active EE | $7,372 | $5,955+23.8% | $5,202+41.7% | $5,983+23.2% |
| Admin fee / account holder | $237 | $17,079-98.6% | $13,987-98.3% | $11,252-97.9% |