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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 | $103,158 | $93,346+10.5% | $71,796+43.7% | $273,972-62.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.55% | 130.39%-121.8pp | 78.04%-69.5pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,158 | $2,733-21.0% | $1,924+12.1% | $4,869-55.7% |
| Participant deferral / active EE | $4,373 | $3,475+25.8% | $2,794+56.5% | $5,287-17.3% |
| Admin fee / account holder | $239 | $6,571-96.4% | $4,815-95.0% | $10,133-97.6% |