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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 | $69,080 | $148,629-53.5% | $135,982-49.2% | $139,487-50.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.37% | 79.33%-57.0pp | 68.32%-45.9pp | 373.84%-351.5pp |
| Employer contribution / active EE | $3,479 | $5,247-33.7% | $4,859-28.4% | $4,755-26.8% |
| Participant deferral / active EE | $9,122 | $8,102+12.6% | $7,760+17.5% | $6,713+35.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |