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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 | $116,298 | $176,105-34.0% | $159,474-27.1% | $167,536-30.6% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 10.21% | 331.91%-321.7pp | 263.68%-253.5pp | 478.82%-468.6pp |
| Employer contribution / active EE | $5,185 | $5,299-2.1% | $4,831+7.3% | $4,839+7.2% |
| Participant deferral / active EE | $9,300 | $7,751+20.0% | $7,353+26.5% | $6,342+46.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |