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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 | $90,352 | $198,457-54.5% | $170,435-47.0% | $147,586-38.8% |
| Participation rate | 73.3% | 88.0%-14.6pp | 83.6%-10.3pp | 82.8%-9.5pp |
| Annual return | 22.29% | 257.30%-235.0pp | 205.94%-183.6pp | 578.59%-556.3pp |
| Employer contribution / active EE | $2,215 | $6,183-64.2% | $5,432-59.2% | $4,876-54.6% |
| Participant deferral / active EE | $5,448 | $5,629-3.2% | $4,939+10.3% | $5,439+0.2% |
| Admin fee / account holder | $210 | $16,852-98.8% | $13,881-98.5% | $10,886-98.1% |