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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 | $97,097 | $185,883-47.8% | $170,043-42.9% | $139,466-30.4% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 36.34% | 60.54%-24.2pp | 53.40%-17.1pp | 373.66%-337.3pp |
| Employer contribution / active EE | $4,737 | $7,596-37.6% | $6,790-30.2% | $4,754-0.4% |
| Participant deferral / active EE | $9,168 | $11,626-21.1% | $10,410-11.9% | $6,712+36.6% |
| Admin fee / account holder | $21 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |