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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 | $91,295 | $162,812-43.9% | $133,971-31.9% | $158,966-42.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 233.14% | 41.94%+191.2pp | 45.09%+188.0pp | 302.95%-69.8pp |
| Employer contribution / active EE | $3,165 | $4,976-36.4% | $3,919-19.2% | $4,762-33.5% |
| Participant deferral / active EE | $5,838 | $5,910-1.2% | $5,047+15.7% | $5,983-2.4% |
| Admin fee / account holder | $282 | $11,741-97.6% | $8,929-96.8% | $11,250-97.5% |