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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 | $112,712 | $162,136-30.5% | $152,301-26.0% | $154,746-27.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 16.58% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.8pp |
| Employer contribution / active EE | $8,565 | $4,890+75.1% | $4,624+85.2% | $4,379+95.6% |
| Participant deferral / active EE | $6,784 | $8,341-18.7% | $8,004-15.2% | $6,730+0.8% |
| Admin fee / account holder | $126 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |