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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 | $153,500 | $197,637-22.3% | $177,848-13.7% | $158,982-3.4% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.7%-9.1pp | 82.0%-3.4pp |
| Annual return | 14.91% | 58.77%-43.9pp | 48.33%-33.4pp | 302.99%-288.1pp |
| Employer contribution / active EE | $4,045 | $6,698-39.6% | $5,919-31.7% | $4,763-15.1% |
| Participant deferral / active EE | $7,809 | $8,405-7.1% | $7,714+1.2% | $5,983+30.5% |
| Admin fee / account holder | $9 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |