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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 | $92,969 | $209,425-55.6% | $178,499-47.9% | $158,966-41.5% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 25.34% | 188.80%-163.5pp | 151.10%-125.8pp | 302.95%-277.6pp |
| Employer contribution / active EE | $3,274 | $5,707-42.6% | $5,011-34.7% | $4,762-31.2% |
| Participant deferral / active EE | $5,860 | $5,955-1.6% | $5,202+12.7% | $5,983-2.1% |
| Admin fee / account holder | $14 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |