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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 | $60,595 | $209,336-71.1% | $197,124-69.3% | $137,256-55.9% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 74.89% | 48.09%+26.8pp | 44.34%+30.5pp | 220.34%-145.5pp |
| Employer contribution / active EE | $7,494 | $6,591+13.7% | $6,227+20.3% | $4,156+80.3% |
| Participant deferral / active EE | $16,040 | $9,614+66.8% | $9,135+75.6% | $6,407+150.4% |
| Admin fee / account holder | $253 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |