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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 | $112,766 | $108,922+3.5% | $100,398+12.3% | $145,978-22.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.15% | 58.04%-47.9pp | 49.32%-39.2pp | 550.52%-540.4pp |
| Employer contribution / active EE | $9,812 | $4,426+121.7% | $3,946+148.7% | $4,662+110.5% |
| Participant deferral / active EE | $5,054 | $8,450-40.2% | $8,084-37.5% | $6,690-24.4% |
| Admin fee / account holder | $239 | $9,680-97.5% | $7,893-97.0% | $13,400-98.2% |