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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 | $59,567 | $162,136-63.3% | $152,301-60.9% | $154,746-61.5% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 66.29% | 91.02%-24.7pp | 80.50%-14.2pp | 172.34%-106.1pp |
| Employer contribution / active EE | $5,908 | $4,890+20.8% | $4,624+27.8% | $4,379+34.9% |
| Participant deferral / active EE | $9,683 | $8,341+16.1% | $8,004+21.0% | $6,730+43.9% |
| Admin fee / account holder | $13 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |