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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 | $80,251 | $165,381-51.5% | $149,730-46.4% | $158,966-49.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 38.07% | 348.29%-310.2pp | 276.70%-238.6pp | 302.95%-264.9pp |
| Employer contribution / active EE | $3,651 | $5,104-28.5% | $4,645-21.4% | $4,762-23.3% |
| Participant deferral / active EE | $9,993 | $7,182+39.1% | $6,843+46.0% | $5,983+67.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |