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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 | $81,190 | $115,810-29.9% | $101,271-19.8% | $158,966-48.9% |
| Participation rate | 87.0% | 79.4%+7.6pp | 75.8%+11.1pp | 82.0%+5.0pp |
| Annual return | 24.52% | 56.15%-31.6pp | 46.48%-22.0pp | 302.95%-278.4pp |
| Employer contribution / active EE | $6,231 | $4,175+49.2% | $3,660+70.2% | $4,762+30.8% |
| Participant deferral / active EE | $3,912 | $4,958-21.1% | $4,371-10.5% | $5,983-34.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |