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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 | $68,428 | $148,582-53.9% | $135,942-49.7% | $139,456-50.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.06% | 79.26%-64.2pp | 68.28%-53.2pp | 373.45%-358.4pp |
| Employer contribution / active EE | $2,198 | $5,245-58.1% | $4,858-54.8% | $4,753-53.8% |
| Participant deferral / active EE | $9,326 | $8,101+15.1% | $7,759+20.2% | $6,711+39.0% |
| Admin fee / account holder | $263 | $12,402-97.9% | $10,764-97.6% | $11,407-97.7% |