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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 | $142,800 | $198,457-28.0% | $170,435-16.2% | $147,586-3.2% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 15.96% | 257.30%-241.3pp | 205.94%-190.0pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,121 | $6,183-65.7% | $5,432-61.0% | $4,876-56.5% |
| Participant deferral / active EE | $4,734 | $5,629-15.9% | $4,939-4.2% | $5,439-13.0% |
| Admin fee / account holder | $166 | $16,852-99.0% | $13,881-98.8% | $10,886-98.5% |