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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 | $102,716 | $198,457-48.2% | $170,435-39.7% | $147,586-30.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.64% | 257.30%-241.7pp | 205.94%-190.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,962 | $6,183-68.3% | $5,432-63.9% | $4,876-59.8% |
| Participant deferral / active EE | $2,407 | $5,629-57.2% | $4,939-51.3% | $5,439-55.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |