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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 | $98,849 | $197,637-50.0% | $177,848-44.4% | $158,982-37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.40% | 58.77%-25.4pp | 48.33%-14.9pp | 302.99%-269.6pp |
| Employer contribution / active EE | $3,509 | $6,698-47.6% | $5,919-40.7% | $4,763-26.3% |
| Participant deferral / active EE | $7,586 | $8,405-9.7% | $7,714-1.7% | $5,983+26.8% |
| Admin fee / account holder | $262 | $15,406-98.3% | $12,431-97.9% | $11,252-97.7% |