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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 | $46,454 | $176,105-73.6% | $159,474-70.9% | $167,536-72.3% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 35.41% | 331.91%-296.5pp | 263.68%-228.3pp | 478.82%-443.4pp |
| Employer contribution / active EE | $5,231 | $5,299-1.3% | $4,831+8.3% | $4,839+8.1% |
| Participant deferral / active EE | $12,027 | $7,751+55.2% | $7,353+63.6% | $6,342+89.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |