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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 | $64,337 | $162,821-60.5% | $133,978-52.0% | $158,982-59.5% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 109.37% | 41.95%+67.4pp | 45.10%+64.3pp | 302.99%-193.6pp |
| Employer contribution / active EE | $5,051 | $4,976+1.5% | $3,919+28.9% | $4,763+6.1% |
| Participant deferral / active EE | $10,692 | $5,910+80.9% | $5,047+111.8% | $5,983+78.7% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |