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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 | $128,112 | $107,941+18.7% | $91,994+39.3% | $152,897-16.2% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.5%+3.3pp |
| Annual return | 90.82% | 89.28%+1.5pp | 69.04%+21.8pp | 345.43%-254.6pp |
| Employer contribution / active EE | $2,608 | $4,212-38.1% | $3,453-24.5% | $4,764-45.3% |
| Participant deferral / active EE | $5,215 | $6,366-18.1% | $5,924-12.0% | $5,851-10.9% |
| Admin fee / account holder | $6 | $10,521-99.9% | $7,744-99.9% | $11,599-100.0% |