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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 | $155,573 | $202,326-23.1% | $172,745-9.9% | $152,870+1.8% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 24.37% | 1029.72%-1005.4pp | 802.90%-778.5pp | 345.34%-321.0pp |
| Employer contribution / active EE | $1,369 | $5,858-76.6% | $5,144-73.4% | $4,763-71.3% |
| Participant deferral / active EE | $5,256 | $5,948-11.6% | $5,197+1.1% | $5,850-10.2% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |