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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 | $96,322 | $129,737-25.8% | $119,126-19.1% | $154,746-37.8% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 23.70% | 379.08%-355.4pp | 282.11%-258.4pp | 172.34%-148.6pp |
| Employer contribution / active EE | $10,700 | $4,375+144.6% | $4,034+165.3% | $4,379+144.3% |
| Participant deferral / active EE | $6,449 | $5,842+10.4% | $5,318+21.3% | $6,730-4.2% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |