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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 | $58,035 | $115,810-49.9% | $101,271-42.7% | $158,966-63.5% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 45.54% | 56.15%-10.6pp | 46.48%-0.9pp | 302.95%-257.4pp |
| Employer contribution / active EE | $4,130 | $4,175-1.1% | $3,660+12.8% | $4,762-13.3% |
| Participant deferral / active EE | $6,536 | $4,958+31.8% | $4,371+49.5% | $5,983+9.2% |
| Admin fee / account holder | $4 | $7,248-99.9% | $5,948-99.9% | $11,250-100.0% |