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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 | $107,593 | $107,363+0.2% | $92,909+15.8% | $152,897-29.6% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 15.78% | 145.63%-129.8pp | 109.44%-93.7pp | 345.43%-329.6pp |
| Employer contribution / active EE | $5,973 | $4,222+41.5% | $3,653+63.5% | $4,764+25.4% |
| Participant deferral / active EE | $5,217 | $4,848+7.6% | $4,238+23.1% | $5,851-10.8% |
| Admin fee / account holder | $83 | $7,082-98.8% | $5,795-98.6% | $11,599-99.3% |