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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 | $103,363 | $183,592-43.7% | $155,574-33.6% | $145,877-29.1% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 13.42% | 61.37%-48.0pp | 64.87%-51.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $6,764 | $5,317+27.2% | $4,676+44.7% | $4,663+45.1% |
| Participant deferral / active EE | $4,556 | $6,466-29.5% | $5,629-19.1% | $6,691-31.9% |
| Admin fee / account holder | $165 | $19,316-99.1% | $15,914-99.0% | $13,402-98.8% |