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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 | $32,884 | $157,270-79.1% | $141,173-76.7% | $152,870-78.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 34.87% | 64.33%-29.5pp | 71.40%-36.5pp | 345.34%-310.5pp |
| Employer contribution / active EE | $4,643 | $5,261-11.7% | $4,735-1.9% | $4,763-2.5% |
| Participant deferral / active EE | $12,507 | $7,110+75.9% | $6,710+86.4% | $5,850+113.8% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |