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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 | $136,164 | $160,070-14.9% | $147,117-7.4% | $145,897-6.7% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 17.80% | 98.69%-80.9pp | 420.54%-402.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $9,014 | $5,285+70.6% | $4,932+82.7% | $4,663+93.3% |
| Participant deferral / active EE | $9,290 | $8,419+10.3% | $8,065+15.2% | $6,689+38.9% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |