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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 | $138,321 | $176,077-21.4% | $159,455-13.3% | $167,518-17.4% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 14.70% | 331.83%-317.1pp | 263.63%-248.9pp | 478.71%-464.0pp |
| Employer contribution / active EE | $4,533 | $5,298-14.4% | $4,830-6.2% | $4,838-6.3% |
| Participant deferral / active EE | $9,250 | $7,751+19.3% | $7,353+25.8% | $6,342+45.9% |
| Admin fee / account holder | $9 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |