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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 | $85,921 | $165,361-48.0% | $149,715-42.6% | $158,950-45.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 13.51% | 348.24%-334.7pp | 276.66%-263.2pp | 302.91%-289.4pp |
| Employer contribution / active EE | $5,083 | $5,103-0.4% | $4,645+9.4% | $4,762+6.7% |
| Participant deferral / active EE | $8,569 | $7,182+19.3% | $6,842+25.2% | $5,983+43.2% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |