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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 | $88,418 | $202,342-56.3% | $172,752-48.8% | $152,897-42.2% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 17.10% | 1029.83%-1012.7pp | 802.97%-785.9pp | 345.43%-328.3pp |
| Employer contribution / active EE | $5,439 | $5,858-7.1% | $5,144+5.7% | $4,764+14.2% |
| Participant deferral / active EE | $4,532 | $5,948-23.8% | $5,198-12.8% | $5,851-22.5% |
| Admin fee / account holder | $281 | $17,111-98.4% | $13,955-98.0% | $11,599-97.6% |