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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 | $105,195 | $183,592-42.7% | $155,574-32.4% | $145,877-27.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.19% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $8,970 | $5,317+68.7% | $4,676+91.8% | $4,663+92.4% |
| Participant deferral / active EE | $4,982 | $6,466-22.9% | $5,629-11.5% | $6,691-25.5% |
| Admin fee / account holder | $138 | $19,316-99.3% | $15,914-99.1% | $13,402-99.0% |