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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 | $91,122 | $183,516-50.3% | $155,534-41.4% | $145,884-37.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 21.80% | 61.43%-39.6pp | 64.92%-43.1pp | 551.85%-530.1pp |
| Employer contribution / active EE | $3,348 | $5,315-37.0% | $4,675-28.4% | $4,662-28.2% |
| Participant deferral / active EE | $4,923 | $6,467-23.9% | $5,630-12.6% | $6,690-26.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |