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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 | $81,976 | $93,346-12.2% | $71,796+14.2% | $273,972-70.1% |
| Participation rate | 82.6% | 76.5%+6.1pp | 69.1%+13.5pp | 83.0%-0.4pp |
| Annual return | 8.72% | 130.39%-121.7pp | 78.04%-69.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $11,465 | $2,733+319.4% | $1,924+495.7% | $4,869+135.5% |
| Participant deferral / active EE | $3,858 | $3,475+11.0% | $2,794+38.0% | $5,287-27.0% |
| Admin fee / account holder | $1 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |