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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 | $57,903 | $127,387-54.5% | $115,038-49.7% | $125,389-53.8% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | 87.29% | 31.28%+56.0pp | 26.14%+61.1pp | 282.24%-195.0pp |
| Employer contribution / active EE | $5,321 | $5,166+3.0% | $4,608+15.5% | $4,866+9.3% |
| Participant deferral / active EE | $7,686 | $6,423+19.7% | $6,026+27.5% | $5,352+43.6% |
| Admin fee / account holder | $285 | $9,516-97.0% | $8,175-96.5% | $9,541-97.0% |