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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 | $57,640 | $108,942-47.1% | $100,415-42.6% | $145,897-60.5% |
| Participation rate | 93.3% | 83.0%+10.4pp | 81.5%+11.8pp | 80.3%+13.0pp |
| Annual return | 16.96% | 58.27%-41.3pp | 49.47%-32.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $3,351 | $4,422-24.2% | $3,943-15.0% | $4,663-28.1% |
| Participant deferral / active EE | $5,552 | $8,461-34.4% | $8,091-31.4% | $6,689-17.0% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |