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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 | $175,089 | $198,462-11.8% | $170,439+2.7% | $147,585+18.6% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 11.40% | 257.30%-245.9pp | 205.94%-194.5pp | 578.58%-567.2pp |
| Employer contribution / active EE | $1,704 | $6,184-72.4% | $5,433-68.6% | $4,876-65.1% |
| Participant deferral / active EE | $6,990 | $5,629+24.2% | $4,939+41.5% | $5,439+28.5% |
| Admin fee / account holder | $89 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |