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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 | $100,790 | $144,130-30.1% | $117,861-14.5% | $147,586-31.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 19.83% | 531.20%-511.4pp | 335.11%-315.3pp | 578.59%-558.8pp |
| Employer contribution / active EE | $8,021 | $4,897+63.8% | $3,786+111.8% | $4,876+64.5% |
| Participant deferral / active EE | $7,952 | $5,316+49.6% | $4,482+77.4% | $5,439+46.2% |
| Admin fee / account holder | $183 | $10,887-98.3% | $8,021-97.7% | $10,886-98.3% |