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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 | $96,029 | $209,422-54.1% | $178,503-46.2% | $158,982-39.6% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 17.13% | 188.81%-171.7pp | 151.12%-134.0pp | 302.99%-285.9pp |
| Employer contribution / active EE | $6,032 | $5,707+5.7% | $5,011+20.4% | $4,763+26.6% |
| Participant deferral / active EE | $3,881 | $5,955-34.8% | $5,202-25.4% | $5,983-35.1% |
| Admin fee / account holder | $142 | $17,079-99.2% | $13,987-99.0% | $11,252-98.7% |