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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 | $143,248 | $148,623-3.6% | $135,974+5.3% | $139,466+2.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 16.37% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.3pp |
| Employer contribution / active EE | $10,985 | $5,246+109.4% | $4,859+126.1% | $4,754+131.1% |
| Participant deferral / active EE | $4,133 | $8,103-49.0% | $7,760-46.7% | $6,712-38.4% |
| Admin fee / account holder | $5 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |