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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 | $135,174 | $198,457-31.9% | $170,435-20.7% | $147,586-8.4% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 11.74% | 257.30%-245.6pp | 205.94%-194.2pp | 578.59%-566.9pp |
| Employer contribution / active EE | $3,111 | $6,183-49.7% | $5,432-42.7% | $4,876-36.2% |
| Participant deferral / active EE | $7,205 | $5,629+28.0% | $4,939+45.9% | $5,439+32.5% |
| Admin fee / account holder | $1 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |