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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 | $183,627-50.4% | $155,602-41.4% | $145,978-37.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 21.80% | 61.32%-39.5pp | 64.81%-43.0pp | 550.52%-528.7pp |
| Employer contribution / active EE | $3,348 | $5,316-37.0% | $4,675-28.4% | $4,662-28.2% |
| Participant deferral / active EE | $4,923 | $6,466-23.9% | $5,629-12.5% | $6,690-26.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |