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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 | $92,707 | $209,428-55.7% | $178,498-48.1% | $158,950-41.7% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 19.85% | 188.78%-168.9pp | 151.09%-131.2pp | 302.91%-283.1pp |
| Employer contribution / active EE | $2,218 | $5,707-61.1% | $5,011-55.7% | $4,762-53.4% |
| Participant deferral / active EE | $4,685 | $5,955-21.3% | $5,202-9.9% | $5,983-21.7% |
| Admin fee / account holder | $85 | $17,077-99.5% | $13,985-99.4% | $11,248-99.2% |