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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 | $143,793 | $209,405-31.3% | $178,486-19.4% | $158,931-9.5% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 17.13% | 188.77%-171.6pp | 151.08%-134.0pp | 302.86%-285.7pp |
| Employer contribution / active EE | $1,808 | $5,707-68.3% | $5,011-63.9% | $4,761-62.0% |
| Participant deferral / active EE | $7,393 | $5,954+24.2% | $5,202+42.1% | $5,982+23.6% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |