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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 | $89,435 | $172,111-48.0% | $150,298-40.5% | $137,256-34.8% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 14.28% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,762 | $4,636+67.4% | $4,154+86.9% | $4,156+86.8% |
| Participant deferral / active EE | $8,244 | $6,166+33.7% | $5,453+51.2% | $6,407+28.7% |
| Admin fee / account holder | $163 | $16,471-99.0% | $14,116-98.8% | $12,270-98.7% |