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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 | $105,999 | $157,304-32.6% | $141,197-24.9% | $152,909-30.7% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.5%+13.2pp |
| Annual return | 19.88% | 64.34%-44.5pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $5,702 | $5,263+8.4% | $4,736+20.4% | $4,764+19.7% |
| Participant deferral / active EE | $6,089 | $7,111-14.4% | $6,710-9.3% | $5,851+4.1% |
| Admin fee / account holder | $62 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |