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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 | $105,263 | $198,457-47.0% | $170,435-38.2% | $147,586-28.7% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 22.27% | 257.30%-235.0pp | 205.94%-183.7pp | 578.59%-556.3pp |
| Employer contribution / active EE | $7,836 | $6,183+26.7% | $5,432+44.3% | $4,876+60.7% |
| Participant deferral / active EE | $5,403 | $5,629-4.0% | $4,939+9.4% | $5,439-0.7% |
| Admin fee / account holder | $150 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |