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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 | $64,983 | $152,612-57.4% | $125,192-48.1% | $152,897-57.5% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.5%+7.5pp |
| Annual return | 25.91% | 54.85%-28.9pp | 43.79%-17.9pp | 345.43%-319.5pp |
| Employer contribution / active EE | $2,261 | $4,947-54.3% | $3,866-41.5% | $4,764-52.5% |
| Participant deferral / active EE | $6,881 | $5,868+17.2% | $4,937+39.4% | $5,851+17.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |