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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 | $96,450 | $185,883-48.1% | $170,043-43.3% | $139,466-30.8% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 43.99% | 60.54%-16.5pp | 53.40%-9.4pp | 373.66%-329.7pp |
| Employer contribution / active EE | $4,904 | $7,596-35.4% | $6,790-27.8% | $4,754+3.2% |
| Participant deferral / active EE | $10,983 | $11,626-5.5% | $10,410+5.5% | $6,712+63.6% |
| Admin fee / account holder | $238 | $15,393-98.5% | $12,824-98.1% | $11,409-97.9% |