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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 | $162,136-70.7% | $152,301-68.8% | $154,746-69.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 55.51% | 91.02%-35.5pp | 80.50%-25.0pp | 172.34%-116.8pp |
| Employer contribution / active EE | $4,449 | $4,890-9.0% | $4,624-3.8% | $4,379+1.6% |
| Participant deferral / active EE | $8,826 | $8,341+5.8% | $8,004+10.3% | $6,730+31.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |