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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 | $47,542 | $157,296-69.8% | $141,191-66.3% | $152,897-68.9% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.5%+12.8pp |
| Annual return | 22.95% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $6,110 | $5,262+16.1% | $4,736+29.0% | $4,764+28.3% |
| Participant deferral / active EE | $7,416 | $7,111+4.3% | $6,710+10.5% | $5,851+26.7% |
| Admin fee / account holder | $202 | $12,125-98.3% | $10,264-98.0% | $11,599-98.3% |