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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 | $103,459 | $172,111-39.9% | $150,298-31.2% | $137,256-24.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 22.87% | 69.37%-46.5pp | 62.79%-39.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $8,821 | $4,636+90.3% | $4,154+112.3% | $4,156+112.2% |
| Participant deferral / active EE | $7,303 | $6,166+18.4% | $5,453+33.9% | $6,407+14.0% |
| Admin fee / account holder | $6 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |