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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 | $127,728 | $198,457-35.6% | $170,435-25.1% | $147,586-13.5% |
| Participation rate | 95.7% | 88.0%+7.7pp | 83.6%+12.1pp | 82.8%+12.8pp |
| Annual return | 13.56% | 257.30%-243.7pp | 205.94%-192.4pp | 578.59%-565.0pp |
| Employer contribution / active EE | $4,952 | $6,183-19.9% | $5,432-8.8% | $4,876+1.6% |
| Participant deferral / active EE | $5,115 | $5,629-9.1% | $4,939+3.6% | $5,439-6.0% |
| Admin fee / account holder | $77 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |