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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 | $172,746 | $115,814+49.2% | $101,275+70.6% | $158,982+8.7% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 8.02% | 56.16%-48.1pp | 46.48%-38.5pp | 302.99%-295.0pp |
| Employer contribution / active EE | $4,425 | $4,176+6.0% | $3,660+20.9% | $4,763-7.1% |
| Participant deferral / active EE | $5,996 | $4,958+20.9% | $4,371+37.2% | $5,983+0.2% |
| Admin fee / account holder | $229 | $7,249-96.8% | $5,948-96.1% | $11,252-98.0% |