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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 | $93,407 | $157,296-40.6% | $141,191-33.8% | $152,897-38.9% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.5%+13.0pp |
| Annual return | 23.61% | 64.34%-40.7pp | 71.41%-47.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $5,902 | $5,262+12.1% | $4,736+24.6% | $4,764+23.9% |
| Participant deferral / active EE | $4,531 | $7,111-36.3% | $6,710-32.5% | $5,851-22.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |