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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 | $41,397 | $196,972-79.0% | $182,262-77.3% | $198,609-79.2% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 22.81% | 158.27%-135.5pp | 140.60%-117.8pp | 202.70%-179.9pp |
| Employer contribution / active EE | $1,949 | $5,364-63.7% | $5,046-61.4% | $5,055-61.5% |
| Participant deferral / active EE | $7,638 | $8,643-11.6% | $8,276-7.7% | $6,977+9.5% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |