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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 | $96,868 | $197,637-51.0% | $177,848-45.5% | $158,982-39.1% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 22.19% | 58.77%-36.6pp | 48.33%-26.1pp | 302.99%-280.8pp |
| Employer contribution / active EE | $5,338 | $6,698-20.3% | $5,919-9.8% | $4,763+12.1% |
| Participant deferral / active EE | $8,379 | $8,405-0.3% | $7,714+8.6% | $5,983+40.0% |
| Admin fee / account holder | $178 | $15,406-98.8% | $12,431-98.6% | $11,252-98.4% |