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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 | $137,449 | $198,457-30.7% | $170,435-19.4% | $147,586-6.9% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 17.26% | 257.30%-240.0pp | 205.94%-188.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $2,676 | $6,183-56.7% | $5,432-50.7% | $4,876-45.1% |
| Participant deferral / active EE | $4,878 | $5,629-13.4% | $4,939-1.3% | $5,439-10.3% |
| Admin fee / account holder | $6 | $16,852-100.0% | $13,881-100.0% | $10,886-99.9% |