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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 | $111,678 | $185,905-39.9% | $170,057-34.3% | $139,487-19.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 58.46% | 60.56%-2.1pp | 53.42%+5.0pp | 373.84%-315.4pp |
| Employer contribution / active EE | $2,126 | $7,597-72.0% | $6,790-68.7% | $4,755-55.3% |
| Participant deferral / active EE | $5,348 | $11,627-54.0% | $10,411-48.6% | $6,713-20.3% |
| Admin fee / account holder | $238 | $15,397-98.5% | $12,826-98.1% | $11,407-97.9% |