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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 | $116,060 | $115,814+0.2% | $101,275+14.6% | $158,982-27.0% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 13.44% | 56.16%-42.7pp | 46.48%-33.0pp | 302.99%-289.5pp |
| Employer contribution / active EE | $12,471 | $4,176+198.6% | $3,660+240.7% | $4,763+161.8% |
| Participant deferral / active EE | $2,844 | $4,958-42.6% | $4,371-34.9% | $5,983-52.5% |
| Admin fee / account holder | $113 | $7,249-98.4% | $5,948-98.1% | $11,252-99.0% |