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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 | $37,738 | $157,296-76.0% | $141,191-73.3% | $152,897-75.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 26.89% | 64.34%-37.5pp | 71.41%-44.5pp | 345.43%-318.5pp |
| Employer contribution / active EE | $2,884 | $5,262-45.2% | $4,736-39.1% | $4,764-39.5% |
| Participant deferral / active EE | $8,017 | $7,111+12.7% | $6,710+19.5% | $5,851+37.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |