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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 | $114,517 | $157,296-27.2% | $141,191-18.9% | $152,897-25.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 29.99% | 64.34%-34.4pp | 71.41%-41.4pp | 345.43%-315.4pp |
| Employer contribution / active EE | $9,425 | $5,262+79.1% | $4,736+99.0% | $4,764+97.9% |
| Participant deferral / active EE | $6,698 | $7,111-5.8% | $6,710-0.2% | $5,851+14.5% |
| Admin fee / account holder | $101 | $12,125-99.2% | $10,264-99.0% | $11,599-99.1% |