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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 | $50,947 | $157,304-67.6% | $141,197-63.9% | $152,909-66.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 29.18% | 64.34%-35.2pp | 71.41%-42.2pp | 345.46%-316.3pp |
| Employer contribution / active EE | $7,704 | $5,263+46.4% | $4,736+62.7% | $4,764+61.7% |
| Participant deferral / active EE | $10,488 | $7,111+47.5% | $6,710+56.3% | $5,851+79.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |