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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 | $122,978 | $148,623-17.3% | $135,974-9.6% | $139,466-11.8% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.8pp |
| Annual return | 14.60% | 79.30%-64.7pp | 68.30%-53.7pp | 373.66%-359.1pp |
| Employer contribution / active EE | $3,552 | $5,246-32.3% | $4,859-26.9% | $4,754-25.3% |
| Participant deferral / active EE | $5,253 | $8,103-35.2% | $7,760-32.3% | $6,712-21.7% |
| Admin fee / account holder | $195 | $12,406-98.4% | $10,767-98.2% | $11,409-98.3% |