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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 | $100,415 | $157,276-36.2% | $141,177-28.9% | $152,885-34.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 23.09% | 64.33%-41.2pp | 71.40%-48.3pp | 345.39%-322.3pp |
| Employer contribution / active EE | $9,091 | $5,262+72.8% | $4,736+92.0% | $4,763+90.9% |
| Participant deferral / active EE | $6,394 | $7,110-10.1% | $6,710-4.7% | $5,851+9.3% |
| Admin fee / account holder | $153 | $12,123-98.7% | $10,263-98.5% | $11,598-98.7% |