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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 | $115,621 | $108,912+6.2% | $100,383+15.2% | $145,959-20.8% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 23.23% | 57.96%-34.7pp | 49.26%-26.0pp | 561.95%-538.7pp |
| Employer contribution / active EE | $3,493 | $4,423-21.0% | $3,944-11.4% | $4,661-25.0% |
| Participant deferral / active EE | $8,151 | $8,451-3.5% | $8,086+0.8% | $6,689+21.9% |
| Admin fee / account holder | $97 | $9,690-99.0% | $7,900-98.8% | $13,398-99.3% |