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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 | $111,882 | $148,623-24.7% | $135,974-17.7% | $139,466-19.8% |
| 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 | $5,832 | $5,246+11.2% | $4,859+20.0% | $4,754+22.7% |
| Participant deferral / active EE | $5,123 | $8,103-36.8% | $7,760-34.0% | $6,712-23.7% |
| Admin fee / account holder | $70 | $12,406-99.4% | $10,767-99.3% | $11,409-99.4% |