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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 | $78,269 | $148,582-47.3% | $135,942-42.4% | $139,456-43.9% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 17.89% | 79.26%-61.4pp | 68.28%-50.4pp | 373.45%-355.6pp |
| Employer contribution / active EE | $7,787 | $5,245+48.5% | $4,858+60.3% | $4,753+63.8% |
| Participant deferral / active EE | $10,821 | $8,101+33.6% | $7,759+39.5% | $6,711+61.2% |
| Admin fee / account holder | $9 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |