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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 | $149,276 | $209,425-28.7% | $178,499-16.4% | $158,966-6.1% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 27.89% | 188.80%-160.9pp | 151.10%-123.2pp | 302.95%-275.1pp |
| Employer contribution / active EE | $3,410 | $5,707-40.3% | $5,011-32.0% | $4,762-28.4% |
| Participant deferral / active EE | $11,375 | $5,955+91.0% | $5,202+118.7% | $5,983+90.1% |
| Admin fee / account holder | $16 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |