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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 | $124,412 | $183,516-32.2% | $155,534-20.0% | $145,884-14.7% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 14.60% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,672 | $5,315-49.7% | $4,675-42.8% | $4,662-42.7% |
| Participant deferral / active EE | $7,520 | $6,467+16.3% | $5,630+33.6% | $6,690+12.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |