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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 | $100,069 | $226,105-55.7% | $182,540-45.2% | $152,897-34.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 28.45% | 192.58%-164.1pp | 148.58%-120.1pp | 345.43%-317.0pp |
| Employer contribution / active EE | $2,701 | $4,978-45.7% | $4,076-33.7% | $4,764-43.3% |
| Participant deferral / active EE | $10,746 | $6,370+68.7% | $5,525+94.5% | $5,851+83.7% |
| Admin fee / account holder | $20 | $10,706-99.8% | $8,593-99.8% | $11,599-99.8% |