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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 | $130,836 | $114,013+14.8% | $103,693+26.2% | $155,188-15.7% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.2pp | 80.8%+12.1pp |
| Annual return | 14.28% | 49.31%-35.0pp | 47.61%-33.3pp | 148.84%-134.6pp |
| Employer contribution / active EE | $6,434 | $3,131+105.5% | $2,920+120.3% | $4,248+51.5% |
| Participant deferral / active EE | $7,994 | $4,970+60.9% | $4,579+74.6% | $6,531+22.4% |
| Admin fee / account holder | $63 | $8,407-99.2% | $7,858-99.2% | $14,480-99.6% |