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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 | $117,732 | $198,461-40.7% | $170,436-30.9% | $147,585-20.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 23.51% | 257.30%-233.8pp | 205.94%-182.4pp | 578.57%-555.1pp |
| Employer contribution / active EE | $2,248 | $6,184-63.6% | $5,433-58.6% | $4,876-53.9% |
| Participant deferral / active EE | $3,971 | $5,629-29.5% | $4,939-19.6% | $5,439-27.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |