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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 | $101,861 | $157,296-35.2% | $141,191-27.9% | $152,897-33.4% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 23.84% | 64.34%-40.5pp | 71.41%-47.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $8,556 | $5,262+62.6% | $4,736+80.7% | $4,764+79.6% |
| Participant deferral / active EE | $4,735 | $7,111-33.4% | $6,710-29.4% | $5,851-19.1% |
| Admin fee / account holder | $186 | $12,125-98.5% | $10,264-98.2% | $11,599-98.4% |