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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 | $108,897+6.2% | $100,378+15.2% | $145,877-20.7% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 23.23% | 58.17%-34.9pp | 49.41%-26.2pp | 551.28%-528.1pp |
| Employer contribution / active EE | $3,493 | $4,420-21.0% | $3,942-11.4% | $4,663-25.1% |
| Participant deferral / active EE | $8,151 | $8,455-3.6% | $8,087+0.8% | $6,691+21.8% |
| Admin fee / account holder | $97 | $9,690-99.0% | $7,899-98.8% | $13,402-99.3% |