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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 | $74,342 | $148,629-50.0% | $135,982-45.3% | $139,487-46.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 26.74% | 79.33%-52.6pp | 68.32%-41.6pp | 373.84%-347.1pp |
| Employer contribution / active EE | $3,343 | $5,247-36.3% | $4,859-31.2% | $4,755-29.7% |
| Participant deferral / active EE | $10,473 | $8,102+29.3% | $7,760+35.0% | $6,713+56.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |