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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 | $25,819 | $183,516-85.9% | $155,534-83.4% | $145,884-82.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.48% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,501 | $5,315-52.9% | $4,675-46.5% | $4,662-46.4% |
| Participant deferral / active EE | $8,332 | $6,467+28.9% | $5,630+48.0% | $6,690+24.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |