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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 | $101,140 | $217,432-53.5% | $185,849-45.6% | $167,536-39.6% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 17.38% | 148.42%-131.0pp | 122.10%-104.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $1,608 | $5,875-72.6% | $5,169-68.9% | $4,839-66.8% |
| Participant deferral / active EE | $7,296 | $6,357+14.8% | $5,569+31.0% | $6,342+15.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |