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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 | $124,383 | $289,211-57.0% | $260,467-52.2% | $198,609-37.4% |
| Participation rate | 81.3% | 83.1%-1.9pp | 80.5%+0.8pp | 82.4%-1.1pp |
| Annual return | 19.41% | 112.90%-93.5pp | 100.60%-81.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $3,636 | $4,663-22.0% | $4,239-14.2% | $5,055-28.1% |
| Participant deferral / active EE | $6,234 | $6,812-8.5% | $6,319-1.3% | $6,977-10.6% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |