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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 | $183,627-43.7% | $155,602-33.6% | $145,978-29.2% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 13.42% | 61.32%-47.9pp | 64.81%-51.4pp | 550.52%-537.1pp |
| Employer contribution / active EE | $6,764 | $5,316+27.2% | $4,675+44.7% | $4,662+45.1% |
| Participant deferral / active EE | $4,556 | $6,466-29.5% | $5,629-19.1% | $6,690-31.9% |
| Admin fee / account holder | $165 | $19,327-99.1% | $15,923-99.0% | $13,400-98.8% |