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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 | $119,588 | $183,592-34.9% | $155,574-23.1% | $145,877-18.0% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 9.17% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $9,041 | $5,317+70.0% | $4,676+93.3% | $4,663+93.9% |
| Participant deferral / active EE | $9,377 | $6,466+45.0% | $5,629+66.6% | $6,691+40.2% |
| Admin fee / account holder | $259 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |