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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 | $106,946 | $115,814-7.7% | $101,275+5.6% | $158,982-32.7% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 18.82% | 56.16%-37.3pp | 46.48%-27.7pp | 302.99%-284.2pp |
| Employer contribution / active EE | $11,166 | $4,176+167.4% | $3,660+205.1% | $4,763+134.4% |
| Participant deferral / active EE | $8,047 | $4,958+62.3% | $4,371+84.1% | $5,983+34.5% |
| Admin fee / account holder | $4 | $7,249-100.0% | $5,948-99.9% | $11,252-100.0% |