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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 | $67,232 | $202,326-66.8% | $172,745-61.1% | $152,870-56.0% |
| Participation rate | 78.9% | 87.1%-8.1pp | 82.6%-3.7pp | 82.4%-3.5pp |
| Annual return | 26.10% | 1029.72%-1003.6pp | 802.90%-776.8pp | 345.34%-319.2pp |
| Employer contribution / active EE | $5,103 | $5,858-12.9% | $5,144-0.8% | $4,763+7.1% |
| Participant deferral / active EE | $3,347 | $5,948-43.7% | $5,197-35.6% | $5,850-42.8% |
| Admin fee / account holder | $202 | $17,110-98.8% | $13,954-98.6% | $11,597-98.3% |