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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 | $92,308 | $118,854-22.3% | $96,565-4.4% | $167,497-44.9% |
| Participation rate | 88.2% | 75.5%+12.8pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 10.98% | 50.49%-39.5pp | 37.78%-26.8pp | 478.62%-467.6pp |
| Employer contribution / active EE | $2,883 | $3,119-7.6% | $2,356+22.3% | $4,838-40.4% |
| Participant deferral / active EE | $3,518 | $4,615-23.8% | $3,848-8.6% | $6,341-44.5% |
| Admin fee / account holder | $11 | $8,065-99.9% | $6,181-99.8% | $12,310-99.9% |