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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 | $93,960 | $209,428-55.1% | $178,498-47.4% | $158,950-40.9% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 14.10% | 188.78%-174.7pp | 151.09%-137.0pp | 302.91%-288.8pp |
| Employer contribution / active EE | $1,249 | $5,707-78.1% | $5,011-75.1% | $4,762-73.8% |
| Participant deferral / active EE | $5,627 | $5,955-5.5% | $5,202+8.2% | $5,983-5.9% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |