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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 | $73,963 | $209,422-64.7% | $178,503-58.6% | $158,982-53.5% |
| Participation rate | 82.4% | 86.4%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 16.14% | 188.81%-172.7pp | 151.12%-135.0pp | 302.99%-286.8pp |
| Employer contribution / active EE | $5,400 | $5,707-5.4% | $5,011+7.8% | $4,763+13.4% |
| Participant deferral / active EE | $3,048 | $5,955-48.8% | $5,202-41.4% | $5,983-49.1% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |