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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 | $113,713 | $129,737-12.4% | $119,126-4.5% | $154,746-26.5% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 20.61% | 379.08%-358.5pp | 282.11%-261.5pp | 172.34%-151.7pp |
| Employer contribution / active EE | $5,891 | $4,375+34.7% | $4,034+46.0% | $4,379+34.5% |
| Participant deferral / active EE | $11,205 | $5,842+91.8% | $5,318+110.7% | $6,730+66.5% |
| Admin fee / account holder | $59 | $11,961-99.5% | $10,693-99.4% | $14,365-99.6% |