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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 | $96,535 | $180,462-46.5% | $154,111-37.4% | $135,379-28.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 7.17% | 888.17%-881.0pp | 735.18%-728.0pp | 519.79%-512.6pp |
| Employer contribution / active EE | $2,581 | $6,036-57.2% | $5,298-51.3% | $4,779-46.0% |
| Participant deferral / active EE | $5,366 | $5,806-7.6% | $5,081+5.6% | $5,609-4.3% |
| Admin fee / account holder | $63 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |