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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 | $118,102 | $217,432-45.7% | $185,849-36.5% | $167,536-29.5% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 25.99% | 148.42%-122.4pp | 122.10%-96.1pp | 478.82%-452.8pp |
| Employer contribution / active EE | $6,320 | $5,875+7.6% | $5,169+22.3% | $4,839+30.6% |
| Participant deferral / active EE | $13,713 | $6,357+115.7% | $5,569+146.2% | $6,342+116.2% |
| Admin fee / account holder | $94 | $19,818-99.5% | $16,244-99.4% | $12,315-99.2% |