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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 | $102,032 | $148,623-31.3% | $135,974-25.0% | $139,466-26.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.64% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $2,899 | $5,246-44.7% | $4,859-40.3% | $4,754-39.0% |
| Participant deferral / active EE | $5,855 | $8,103-27.7% | $7,760-24.6% | $6,712-12.8% |
| Admin fee / account holder | $252 | $12,406-98.0% | $10,767-97.7% | $11,409-97.8% |