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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 | $91,308 | $185,856-50.9% | $170,028-46.3% | $139,456-34.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 38.55% | 60.52%-22.0pp | 53.39%-14.8pp | 373.45%-334.9pp |
| Employer contribution / active EE | $2,868 | $7,593-62.2% | $6,788-57.7% | $4,753-39.6% |
| Participant deferral / active EE | $8,737 | $11,623-24.8% | $10,409-16.1% | $6,711+30.2% |
| Admin fee / account holder | $83 | $15,387-99.5% | $12,820-99.4% | $11,407-99.3% |