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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 | $109,643 | $152,612-28.2% | $125,192-12.4% | $152,897-28.3% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.5%+7.5pp |
| Annual return | 22.89% | 54.85%-32.0pp | 43.79%-20.9pp | 345.43%-322.5pp |
| Employer contribution / active EE | $2,899 | $4,947-41.4% | $3,866-25.0% | $4,764-39.1% |
| Participant deferral / active EE | $7,827 | $5,868+33.4% | $4,937+58.5% | $5,851+33.8% |
| Admin fee / account holder | $20 | $13,437-99.9% | $9,704-99.8% | $11,599-99.8% |