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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 | $184,245 | $198,457-7.2% | $170,435+8.1% | $147,586+24.8% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 16.66% | 257.30%-240.6pp | 205.94%-189.3pp | 578.59%-561.9pp |
| Employer contribution / active EE | $3,786 | $6,183-38.8% | $5,432-30.3% | $4,876-22.4% |
| Participant deferral / active EE | $2,270 | $5,629-59.7% | $4,939-54.0% | $5,439-58.3% |
| Admin fee / account holder | $24 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |