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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 | $69,014 | $201,264-65.7% | $184,185-62.5% | $145,978-52.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 96.60% | 29.00%+67.6pp | 28.81%+67.8pp | 550.52%-453.9pp |
| Employer contribution / active EE | $3,112 | $7,021-55.7% | $6,426-51.6% | $4,662-33.2% |
| Participant deferral / active EE | $9,523 | $9,806-2.9% | $9,132+4.3% | $6,690+42.3% |
| Admin fee / account holder | $251 | $16,376-98.5% | $13,909-98.2% | $13,400-98.1% |