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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 | $121,695 | $209,425-41.9% | $178,499-31.8% | $158,966-23.4% |
| Participation rate | 82.4% | 86.4%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 16.17% | 188.80%-172.6pp | 151.10%-134.9pp | 302.95%-286.8pp |
| Employer contribution / active EE | $3,323 | $5,707-41.8% | $5,011-33.7% | $4,762-30.2% |
| Participant deferral / active EE | $5,378 | $5,955-9.7% | $5,202+3.4% | $5,983-10.1% |
| Admin fee / account holder | $217 | $17,078-98.7% | $13,986-98.5% | $11,250-98.1% |