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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 | $108,911-64.5% | $100,392-61.4% | $145,884-73.5% |
| Participation rate | 88.2% | 83.0%+5.3pp | 81.5%+6.7pp | 80.3%+7.9pp |
| Annual return | 18.34% | 58.23%-39.9pp | 49.45%-31.1pp | 551.85%-533.5pp |
| Employer contribution / active EE | $3,683 | $4,420-16.7% | $3,941-6.6% | $4,662-21.0% |
| Participant deferral / active EE | $6,875 | $8,459-18.7% | $8,090-15.0% | $6,690+2.8% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |