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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 | $193,460 | $115,810+67.0% | $101,271+91.0% | $158,966+21.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 17.87% | 56.15%-38.3pp | 46.48%-28.6pp | 302.95%-285.1pp |
| Employer contribution / active EE | $4,378 | $4,175+4.9% | $3,660+19.6% | $4,762-8.1% |
| Participant deferral / active EE | $8,325 | $4,958+67.9% | $4,371+90.5% | $5,983+39.1% |
| Admin fee / account holder | $199 | $7,248-97.3% | $5,948-96.7% | $11,250-98.2% |