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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 | $38,144 | $183,516-79.2% | $155,534-75.5% | $145,884-73.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 25.82% | 61.43%-35.6pp | 64.92%-39.1pp | 551.85%-526.0pp |
| Employer contribution / active EE | $3,165 | $5,315-40.4% | $4,675-32.3% | $4,662-32.1% |
| Participant deferral / active EE | $7,011 | $6,467+8.4% | $5,630+24.5% | $6,690+4.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |