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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 | $103,648 | $90,486+14.5% | $78,676+31.7% | $273,972-62.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 9.37% | 75.62%-66.3pp | 62.19%-52.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,175 | $3,175-31.5% | $2,850-23.7% | $4,869-55.3% |
| Participant deferral / active EE | $3,000 | $3,901-23.1% | $3,517-14.7% | $5,287-43.3% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |