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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 | $99,436 | $148,623-33.1% | $135,974-26.9% | $139,466-28.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 12.76% | 79.30%-66.5pp | 68.30%-55.5pp | 373.66%-360.9pp |
| Employer contribution / active EE | $3,319 | $5,246-36.7% | $4,859-31.7% | $4,754-30.2% |
| Participant deferral / active EE | $7,670 | $8,103-5.3% | $7,760-1.2% | $6,712+14.3% |
| Admin fee / account holder | $137 | $12,406-98.9% | $10,767-98.7% | $11,409-98.8% |