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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 | $82,552 | $183,516-55.0% | $155,534-46.9% | $145,884-43.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 39.19% | 61.43%-22.2pp | 64.92%-25.7pp | 551.85%-512.7pp |
| Employer contribution / active EE | $6,782 | $5,315+27.6% | $4,675+45.1% | $4,662+45.5% |
| Participant deferral / active EE | $9,480 | $6,467+46.6% | $5,630+68.4% | $6,690+41.7% |
| Admin fee / account holder | $253 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |