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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 | $160,070-30.2% | $147,117-24.1% | $145,897-23.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 19.73% | 98.69%-79.0pp | 420.54%-400.8pp | 552.29%-532.6pp |
| Employer contribution / active EE | $3,406 | $5,285-35.6% | $4,932-31.0% | $4,663-27.0% |
| Participant deferral / active EE | $14,855 | $8,419+76.4% | $8,065+84.2% | $6,689+122.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |