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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 | $82,086 | $111,535-26.4% | $105,223-22.0% | $137,256-40.2% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 27.49% | 237.85%-210.4pp | 180.65%-153.2pp | 220.34%-192.9pp |
| Employer contribution / active EE | $8,007 | $3,939+103.3% | $3,689+117.1% | $4,156+92.7% |
| Participant deferral / active EE | $5,681 | $5,500+3.3% | $5,072+12.0% | $6,407-11.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |