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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 | $180,872 | $148,629+21.7% | $135,982+33.0% | $139,487+29.7% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.84% | 79.33%-62.5pp | 68.32%-51.5pp | 373.84%-357.0pp |
| Employer contribution / active EE | $6,971 | $5,247+32.9% | $4,859+43.5% | $4,755+46.6% |
| Participant deferral / active EE | $5,984 | $8,102-26.1% | $7,760-22.9% | $6,713-10.9% |
| Admin fee / account holder | $85 | $12,406-99.3% | $10,767-99.2% | $11,407-99.3% |