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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 | $36,644 | $148,582-75.3% | $135,942-73.0% | $139,456-73.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 20.09% | 79.26%-59.2pp | 68.28%-48.2pp | 373.45%-353.4pp |
| Employer contribution / active EE | $2,202 | $5,245-58.0% | $4,858-54.7% | $4,753-53.7% |
| Participant deferral / active EE | $6,712 | $8,101-17.2% | $7,759-13.5% | $6,7110% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |