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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 | $100,264 | $176,120-43.1% | $159,487-37.1% | $167,553-40.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.94% | 331.95%-305.0pp | 263.71%-236.8pp | 478.89%-452.0pp |
| Employer contribution / active EE | $5,898 | $5,299+11.3% | $4,831+22.1% | $4,840+21.9% |
| Participant deferral / active EE | $14,540 | $7,752+87.6% | $7,354+97.7% | $6,343+129.2% |
| Admin fee / account holder | $125 | $12,561-99.0% | $10,804-98.8% | $12,316-99.0% |