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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 | $119,531 | $198,457-39.8% | $170,435-29.9% | $147,586-19.0% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 14.10% | 257.30%-243.2pp | 205.94%-191.8pp | 578.59%-564.5pp |
| Employer contribution / active EE | $3,426 | $6,183-44.6% | $5,432-36.9% | $4,876-29.8% |
| Participant deferral / active EE | $7,789 | $5,629+38.4% | $4,939+57.7% | $5,439+43.2% |
| Admin fee / account holder | $26 | $16,852-99.8% | $13,881-99.8% | $10,886-99.8% |