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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 | $114,054 | $197,637-42.3% | $177,848-35.9% | $158,982-28.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.7pp |
| Annual return | 15.19% | 58.77%-43.6pp | 48.33%-33.1pp | 302.99%-287.8pp |
| Employer contribution / active EE | $2,468 | $6,698-63.2% | $5,919-58.3% | $4,763-48.2% |
| Participant deferral / active EE | $5,452 | $8,405-35.1% | $7,714-29.3% | $5,983-8.9% |
| Admin fee / account holder | $37 | $15,406-99.8% | $12,431-99.7% | $11,252-99.7% |