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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 | $95,633 | $90,486+5.7% | $78,676+21.6% | $273,972-65.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.59% | 75.62%-67.0pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,163 | $3,175-31.9% | $2,850-24.1% | $4,869-55.6% |
| Participant deferral / active EE | $2,904 | $3,901-25.6% | $3,517-17.4% | $5,287-45.1% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |