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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 | $90,980 | $197,625-54.0% | $177,840-48.8% | $158,966-42.8% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.7%-9.1pp | 82.0%-3.4pp |
| Annual return | 17.37% | 58.76%-41.4pp | 48.32%-30.9pp | 302.95%-285.6pp |
| Employer contribution / active EE | $3,283 | $6,698-51.0% | $5,919-44.5% | $4,762-31.1% |
| Participant deferral / active EE | $5,740 | $8,405-31.7% | $7,714-25.6% | $5,983-4.1% |
| Admin fee / account holder | $131 | $15,405-99.2% | $12,431-99.0% | $11,250-98.8% |