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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 | $33,869 | $165,381-79.5% | $149,730-77.4% | $158,966-78.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 44.93% | 348.29%-303.4pp | 276.70%-231.8pp | 302.95%-258.0pp |
| Employer contribution / active EE | $2,273 | $5,104-55.5% | $4,645-51.1% | $4,762-52.3% |
| Participant deferral / active EE | $9,431 | $7,182+31.3% | $6,843+37.8% | $5,983+57.6% |
| Admin fee / account holder | $21 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |