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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 | $104,484 | $198,457-47.4% | $170,435-38.7% | $147,586-29.2% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 16.86% | 257.30%-240.4pp | 205.94%-189.1pp | 578.59%-561.7pp |
| Employer contribution / active EE | $5,860 | $6,183-5.2% | $5,432+7.9% | $4,876+20.2% |
| Participant deferral / active EE | $3,990 | $5,629-29.1% | $4,939-19.2% | $5,439-26.6% |
| Admin fee / account holder | $293 | $16,852-98.3% | $13,881-97.9% | $10,886-97.3% |