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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 | $62,220 | $176,105-64.7% | $159,474-61.0% | $167,536-62.9% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 16.83% | 331.91%-315.1pp | 263.68%-246.8pp | 478.82%-462.0pp |
| Employer contribution / active EE | $3,099 | $5,299-41.5% | $4,831-35.9% | $4,839-36.0% |
| Participant deferral / active EE | $8,909 | $7,751+14.9% | $7,353+21.2% | $6,342+40.5% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |