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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 | $85,044 | $115,814-26.6% | $101,275-16.0% | $158,982-46.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 20.03% | 56.16%-36.1pp | 46.48%-26.5pp | 302.99%-283.0pp |
| Employer contribution / active EE | $4,465 | $4,176+6.9% | $3,660+22.0% | $4,763-6.3% |
| Participant deferral / active EE | $5,075 | $4,958+2.3% | $4,371+16.1% | $5,983-15.2% |
| Admin fee / account holder | $39 | $7,249-99.5% | $5,948-99.3% | $11,252-99.7% |