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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 | $114,119-15.6% | $107,187-10.1% | $138,895-30.7% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 23.70% | 273.21%-249.5pp | 204.55%-180.8pp | 145.39%-121.7pp |
| Employer contribution / active EE | $10,700 | $4,059+163.6% | $3,782+182.9% | $4,194+155.1% |
| Participant deferral / active EE | $6,449 | $5,538+16.4% | $5,096+26.5% | $6,396+0.8% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |