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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 | $111,784 | $176,077-36.5% | $159,455-29.9% | $167,518-33.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 19.98% | 331.83%-311.9pp | 263.63%-243.6pp | 478.71%-458.7pp |
| Employer contribution / active EE | $3,320 | $5,298-37.3% | $4,830-31.3% | $4,838-31.4% |
| Participant deferral / active EE | $7,326 | $7,751-5.5% | $7,353-0.4% | $6,342+15.5% |
| Admin fee / account holder | $33 | $12,556-99.7% | $10,800-99.7% | $12,312-99.7% |