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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 | $106,205 | $166,020-36.0% | $164,866-35.6% | $145,959-27.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 16.42% | 100.08%-83.7pp | 69.97%-53.5pp | 561.95%-545.5pp |
| Employer contribution / active EE | $3,856 | $5,275-26.9% | $4,343-11.2% | $4,661-17.3% |
| Participant deferral / active EE | $5,640 | $6,961-19.0% | $6,033-6.5% | $6,689-15.7% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |