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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 | $129,695 | $209,422-38.1% | $178,503-27.3% | $158,982-18.4% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 15.63% | 188.81%-173.2pp | 151.12%-135.5pp | 302.99%-287.4pp |
| Employer contribution / active EE | $1,489 | $5,707-73.9% | $5,011-70.3% | $4,763-68.7% |
| Participant deferral / active EE | $9,698 | $5,955+62.9% | $5,202+86.4% | $5,983+62.1% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |