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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 | $76,614 | $148,629-48.5% | $135,982-43.7% | $139,487-45.1% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 22.47% | 79.33%-56.9pp | 68.32%-45.9pp | 373.84%-351.4pp |
| Employer contribution / active EE | $4,133 | $5,247-21.2% | $4,859-15.0% | $4,755-13.1% |
| Participant deferral / active EE | $9,449 | $8,102+16.6% | $7,760+21.8% | $6,713+40.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |