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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 | $56,103 | $185,883-69.8% | $170,043-67.0% | $139,466-59.8% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 22.49% | 60.54%-38.0pp | 53.40%-30.9pp | 373.66%-351.2pp |
| Employer contribution / active EE | $5,084 | $7,596-33.1% | $6,790-25.1% | $4,754+6.9% |
| Participant deferral / active EE | $9,774 | $11,626-15.9% | $10,410-6.1% | $6,712+45.6% |
| Admin fee / account holder | $269 | $15,393-98.3% | $12,824-97.9% | $11,409-97.6% |