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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 | $135,581 | $157,296-13.8% | $141,191-4.0% | $152,897-11.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 19.83% | 64.34%-44.5pp | 71.41%-51.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $8,070 | $5,262+53.4% | $4,736+70.4% | $4,764+69.4% |
| Participant deferral / active EE | $9,744 | $7,111+37.0% | $6,710+45.2% | $5,851+66.5% |
| Admin fee / account holder | $37 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |