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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 | $104,537 | $209,422-50.1% | $178,503-41.4% | $158,982-34.2% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 13.03% | 188.81%-175.8pp | 151.12%-138.1pp | 302.99%-290.0pp |
| Employer contribution / active EE | $2,423 | $5,707-57.5% | $5,011-51.6% | $4,763-49.1% |
| Participant deferral / active EE | $2,574 | $5,955-56.8% | $5,202-50.5% | $5,983-57.0% |
| Admin fee / account holder | $49 | $17,079-99.7% | $13,987-99.7% | $11,252-99.6% |