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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 | $169,254 | $208,088-18.7% | $186,193-9.1% | $154,746+9.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 35.63% | 89.97%-54.3pp | 78.03%-42.4pp | 172.34%-136.7pp |
| Employer contribution / active EE | $5,121 | $4,340+18.0% | $3,918+30.7% | $4,379+16.9% |
| Participant deferral / active EE | $13,449 | $7,078+90.0% | $6,513+106.5% | $6,730+99.8% |
| Admin fee / account holder | $12 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |