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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 | $62,041 | $197,637-68.6% | $177,848-65.1% | $158,982-61.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 15.95% | 58.77%-42.8pp | 48.33%-32.4pp | 302.99%-287.0pp |
| Employer contribution / active EE | $1,905 | $6,698-71.6% | $5,919-67.8% | $4,763-60.0% |
| Participant deferral / active EE | $6,672 | $8,405-20.6% | $7,714-13.5% | $5,983+11.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |