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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 | $89,782 | $115,814-22.5% | $101,275-11.3% | $158,982-43.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 16.18% | 56.16%-40.0pp | 46.48%-30.3pp | 302.99%-286.8pp |
| Employer contribution / active EE | $9,020 | $4,176+116.0% | $3,660+146.4% | $4,763+89.4% |
| Participant deferral / active EE | $5,421 | $4,958+9.3% | $4,371+24.0% | $5,983-9.4% |
| Admin fee / account holder | $17 | $7,249-99.8% | $5,948-99.7% | $11,252-99.8% |