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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 | $107,694 | $184,000-41.5% | $162,185-33.6% | $152,909-29.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 29.60% | 150.80%-121.2pp | 115.61%-86.0pp | 345.46%-315.9pp |
| Employer contribution / active EE | $6,219 | $6,370-2.4% | $5,613+10.8% | $4,764+30.5% |
| Participant deferral / active EE | $10,369 | $8,033+29.1% | $7,297+42.1% | $5,851+77.2% |
| Admin fee / account holder | $208 | $13,124-98.4% | $10,844-98.1% | $11,601-98.2% |