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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 | $89,515 | $108,911-17.8% | $100,392-10.8% | $145,884-38.6% |
| Participation rate | 90.9% | 83.0%+7.9pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 19.02% | 58.23%-39.2pp | 49.45%-30.4pp | 551.85%-532.8pp |
| Employer contribution / active EE | $4,145 | $4,420-6.2% | $3,941+5.2% | $4,662-11.1% |
| Participant deferral / active EE | $13,317 | $8,459+57.4% | $8,090+64.6% | $6,690+99.1% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |