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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 | $76,836 | $148,623-48.3% | $135,974-43.5% | $139,466-44.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 15.09% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.6pp |
| Employer contribution / active EE | $3,305 | $5,246-37.0% | $4,859-32.0% | $4,754-30.5% |
| Participant deferral / active EE | $7,345 | $8,103-9.4% | $7,760-5.3% | $6,712+9.4% |
| Admin fee / account holder | $256 | $12,406-97.9% | $10,767-97.6% | $11,409-97.8% |