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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 | $60,532 | $148,582-59.3% | $135,942-55.5% | $139,456-56.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.22% | 79.26%-57.0pp | 68.28%-46.1pp | 373.45%-351.2pp |
| Employer contribution / active EE | $3,114 | $5,245-40.6% | $4,858-35.9% | $4,753-34.5% |
| Participant deferral / active EE | $9,827 | $8,101+21.3% | $7,759+26.7% | $6,711+46.4% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |