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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 | $135,876 | $185,905-26.9% | $170,057-20.1% | $139,487-2.6% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 14.47% | 60.56%-46.1pp | 53.42%-39.0pp | 373.84%-359.4pp |
| Employer contribution / active EE | $2,856 | $7,597-62.4% | $6,790-57.9% | $4,755-39.9% |
| Participant deferral / active EE | $9,507 | $11,627-18.2% | $10,411-8.7% | $6,713+41.6% |
| Admin fee / account holder | $164 | $15,397-98.9% | $12,826-98.7% | $11,407-98.6% |