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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 | $111,693 | $160,040-30.2% | $147,096-24.1% | $145,877-23.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 19.73% | 98.49%-78.8pp | 419.75%-400.0pp | 551.28%-531.6pp |
| Employer contribution / active EE | $3,406 | $5,289-35.6% | $4,936-31.0% | $4,663-27.0% |
| Participant deferral / active EE | $14,855 | $8,429+76.2% | $8,071+84.0% | $6,691+122.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |