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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 | $56,584 | $137,414-58.8% | $189,537-70.1% | $85,847-34.1% |
| Participation rate | 93.9% | 84.6%+9.3pp | 87.8%+6.1pp | 69.3%+24.6pp |
| Annual return | 30.16% | 38.14%-8.0pp | 555.34%-525.2pp | 318.61%-288.4pp |
| Employer contribution / active EE | $2,968 | $4,344-31.7% | $6,161-51.8% | $2,565+15.7% |
| Participant deferral / active EE | $8,662 | $6,260+38.4% | $8,220+5.4% | $3,952+119.2% |
| Admin fee / account holder | $12 | $8,630-99.9% | $12,048-99.9% | $6,261-99.8% |