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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 | $97,927 | $132,634-26.2% | $115,768-15.4% | $137,256-28.7% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.4%+3.9pp | 80.0%-1.7pp |
| Annual return | 22.59% | 160.70%-138.1pp | 100.46%-77.9pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,636 | $3,360+8.2% | $2,940+23.7% | $4,156-12.5% |
| Participant deferral / active EE | $6,144 | $5,619+9.4% | $4,917+25.0% | $6,407-4.1% |
| Admin fee / account holder | $179 | $15,028-98.8% | $12,439-98.6% | $12,270-98.5% |