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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 | $165,630 | $196,972-15.9% | $182,262-9.1% | $198,609-16.6% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 16.88% | 158.27%-141.4pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $2,517 | $5,364-53.1% | $5,046-50.1% | $5,055-50.2% |
| Participant deferral / active EE | $11,583 | $8,643+34.0% | $8,276+40.0% | $6,977+66.0% |
| Admin fee / account holder | $6 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |