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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 | $117,576 | $148,623-20.9% | $135,974-13.5% | $139,466-15.7% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 21.04% | 79.30%-58.3pp | 68.30%-47.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $8,654 | $5,246+64.9% | $4,859+78.1% | $4,754+82.0% |
| Participant deferral / active EE | $8,253 | $8,103+1.9% | $7,760+6.4% | $6,712+23.0% |
| Admin fee / account holder | $80 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |