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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 | $95,280 | $197,637-51.8% | $177,848-46.4% | $158,982-40.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.35% | 58.77%-42.4pp | 48.33%-32.0pp | 302.99%-286.6pp |
| Employer contribution / active EE | $1,518 | $6,698-77.3% | $5,919-74.4% | $4,763-68.1% |
| Participant deferral / active EE | $5,473 | $8,405-34.9% | $7,714-29.0% | $5,983-8.5% |
| Admin fee / account holder | $189 | $15,406-98.8% | $12,431-98.5% | $11,252-98.3% |