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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 | $109,963 | $198,462-44.6% | $170,439-35.5% | $147,585-25.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 21.95% | 257.30%-235.4pp | 205.94%-184.0pp | 578.58%-556.6pp |
| Employer contribution / active EE | $1,888 | $6,184-69.5% | $5,433-65.3% | $4,876-61.3% |
| Participant deferral / active EE | $7,660 | $5,629+36.1% | $4,939+55.1% | $5,439+40.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |