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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 | $127,497 | $202,440-37.0% | $169,390-24.7% | $139,466-8.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 27.35% | 532.36%-505.0pp | 406.07%-378.7pp | 373.66%-346.3pp |
| Employer contribution / active EE | $17,837 | $4,693+280.1% | $4,013+344.5% | $4,754+275.2% |
| Participant deferral / active EE | $5,526 | $6,940-20.4% | $6,222-11.2% | $6,712-17.7% |
| Admin fee / account holder | $228 | $10,722-97.9% | $9,015-97.5% | $11,409-98.0% |