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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 | $130,473 | $148,629-12.2% | $135,982-4.1% | $139,487-6.5% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 21.33% | 79.33%-58.0pp | 68.32%-47.0pp | 373.84%-352.5pp |
| Employer contribution / active EE | $8,729 | $5,247+66.4% | $4,859+79.7% | $4,755+83.6% |
| Participant deferral / active EE | $19,509 | $8,102+140.8% | $7,760+151.4% | $6,713+190.6% |
| Admin fee / account holder | $58 | $12,406-99.5% | $10,767-99.5% | $11,407-99.5% |