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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 | $98,285 | $198,457-50.5% | $170,435-42.3% | $147,586-33.4% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 19.80% | 257.30%-237.5pp | 205.94%-186.1pp | 578.59%-558.8pp |
| Employer contribution / active EE | $2,391 | $6,183-61.3% | $5,432-56.0% | $4,876-51.0% |
| Participant deferral / active EE | $5,053 | $5,629-10.2% | $4,939+2.3% | $5,439-7.1% |
| Admin fee / account holder | $39 | $16,852-99.8% | $13,881-99.7% | $10,886-99.6% |