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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 | $185,312-44.2% | $161,489-35.9% | $154,746-33.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 22.87% | 103.84%-81.0pp | 89.72%-66.9pp | 172.34%-149.5pp |
| Employer contribution / active EE | $8,821 | $4,769+85.0% | $4,268+106.7% | $4,379+101.4% |
| Participant deferral / active EE | $7,303 | $6,350+15.0% | $5,630+29.7% | $6,730+8.5% |
| Admin fee / account holder | $6 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |