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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 | $181,062-42.9% | $158,223-34.6% | $155,188-33.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 22.87% | 57.39%-34.5pp | 52.09%-29.2pp | 148.84%-126.0pp |
| Employer contribution / active EE | $8,821 | $4,565+93.2% | $4,109+114.7% | $4,248+107.7% |
| Participant deferral / active EE | $7,303 | $6,134+19.0% | $5,467+33.6% | $6,531+11.8% |
| Admin fee / account holder | $6 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |