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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 | $116,108 | $148,629-21.9% | $135,982-14.6% | $139,487-16.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.89% | 79.33%-61.4pp | 68.32%-50.4pp | 373.84%-356.0pp |
| Employer contribution / active EE | $5,873 | $5,247+11.9% | $4,859+20.9% | $4,755+23.5% |
| Participant deferral / active EE | $12,635 | $8,102+55.9% | $7,760+62.8% | $6,713+88.2% |
| Admin fee / account holder | $7 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |