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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 | $102,654 | $168,636-39.1% | $147,618-30.5% | $125,388-18.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.78% | 77.65%-71.9pp | 61.98%-56.2pp | 282.24%-276.5pp |
| Employer contribution / active EE | $8,302 | $6,252+32.8% | $5,565+49.2% | $4,866+70.6% |
| Participant deferral / active EE | $6,072 | $5,507+10.3% | $4,895+24.0% | $5,352+13.5% |
| Admin fee / account holder | $233 | $13,580-98.3% | $11,612-98.0% | $9,541-97.6% |