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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 | $79,907 | $209,425-61.8% | $178,499-55.2% | $158,966-49.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 16.91% | 188.80%-171.9pp | 151.10%-134.2pp | 302.95%-286.0pp |
| Employer contribution / active EE | $2,007 | $5,707-64.8% | $5,011-60.0% | $4,762-57.9% |
| Participant deferral / active EE | $7,523 | $5,955+26.3% | $5,202+44.6% | $5,983+25.7% |
| Admin fee / account holder | $16 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |