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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 | $47,555 | $154,228-69.2% | $145,433-67.3% | $137,256-65.4% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 55.51% | 74.59%-19.1pp | 66.58%-11.1pp | 220.34%-164.8pp |
| Employer contribution / active EE | $4,449 | $4,804-7.4% | $4,554-2.3% | $4,156+7.1% |
| Participant deferral / active EE | $8,826 | $8,216+7.4% | $7,897+11.8% | $6,407+37.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |