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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 | $125,727 | $148,623-15.4% | $135,974-7.5% | $139,466-9.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 18.57% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $4,160 | $5,246-20.7% | $4,859-14.4% | $4,754-12.5% |
| Participant deferral / active EE | $7,662 | $8,103-5.4% | $7,760-1.3% | $6,712+14.2% |
| Admin fee / account holder | $251 | $12,406-98.0% | $10,767-97.7% | $11,409-97.8% |