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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 | $128,824 | $157,296-18.1% | $141,191-8.8% | $152,897-15.7% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 24.17% | 64.34%-40.2pp | 71.41%-47.2pp | 345.43%-321.3pp |
| Employer contribution / active EE | $2,847 | $5,262-45.9% | $4,736-39.9% | $4,764-40.2% |
| Participant deferral / active EE | $8,705 | $7,111+22.4% | $6,710+29.7% | $5,851+48.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |