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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 | $38,713 | $108,942-64.5% | $100,415-61.4% | $145,897-73.5% |
| Participation rate | 88.2% | 83.0%+5.3pp | 81.5%+6.7pp | 80.3%+7.9pp |
| Annual return | 18.34% | 58.27%-39.9pp | 49.47%-31.1pp | 552.29%-534.0pp |
| Employer contribution / active EE | $3,683 | $4,422-16.7% | $3,943-6.6% | $4,663-21.0% |
| Participant deferral / active EE | $6,875 | $8,461-18.7% | $8,091-15.0% | $6,689+2.8% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |