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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 | $63,097 | $157,296-59.9% | $141,191-55.3% | $152,897-58.7% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 23.84% | 64.34%-40.5pp | 71.41%-47.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $8,543 | $5,262+62.4% | $4,736+80.4% | $4,764+79.3% |
| Participant deferral / active EE | $7,337 | $7,111+3.2% | $6,710+9.3% | $5,851+25.4% |
| Admin fee / account holder | $131 | $12,125-98.9% | $10,264-98.7% | $11,599-98.9% |