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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 | $79,361 | $209,425-62.1% | $178,499-55.5% | $158,966-50.1% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 36.71% | 188.80%-152.1pp | 151.10%-114.4pp | 302.95%-266.2pp |
| Employer contribution / active EE | $6,384 | $5,707+11.9% | $5,011+27.4% | $4,762+34.0% |
| Participant deferral / active EE | $5,812 | $5,955-2.4% | $5,202+11.7% | $5,983-2.9% |
| Admin fee / account holder | $221 | $17,078-98.7% | $13,986-98.4% | $11,250-98.0% |