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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 | $36,600 | $166,268-78.0% | $165,100-77.8% | $145,897-74.9% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 9.53% | 100.52%-91.0pp | 70.21%-60.7pp | 552.29%-542.8pp |
| Employer contribution / active EE | $5,088 | $5,284-3.7% | $4,348+17.0% | $4,663+9.1% |
| Participant deferral / active EE | $5,303 | $6,964-23.8% | $6,035-12.1% | $6,689-20.7% |
| Admin fee / account holder | $197 | $16,659-98.8% | $12,696-98.5% | $13,390-98.5% |