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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 | $118,558 | $90,486+31.0% | $78,676+50.7% | $273,972-56.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.66% | 75.62%-67.0pp | 62.19%-53.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $2,647 | $3,175-16.6% | $2,850-7.1% | $4,869-45.6% |
| Participant deferral / active EE | $7,280 | $3,901+86.6% | $3,517+107.0% | $5,287+37.7% |
| Admin fee / account holder | $13 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |