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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 | $197,594-22.3% | $177,822-13.7% | $158,931-3.4% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.7%-9.2pp | 82.0%-3.4pp |
| Annual return | 14.91% | 58.76%-43.8pp | 48.32%-33.4pp | 302.86%-287.9pp |
| Employer contribution / active EE | $4,045 | $6,697-39.6% | $5,918-31.7% | $4,761-15.0% |
| Participant deferral / active EE | $7,809 | $8,405-7.1% | $7,714+1.2% | $5,982+30.5% |
| Admin fee / account holder | $9 | $15,400-99.9% | $12,428-99.9% | $11,247-99.9% |