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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 | $66,697 | $157,304-57.6% | $141,197-52.8% | $152,909-56.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 28.93% | 64.34%-35.4pp | 71.41%-42.5pp | 345.46%-316.5pp |
| Employer contribution / active EE | $4,303 | $5,263-18.2% | $4,736-9.1% | $4,764-9.7% |
| Participant deferral / active EE | $9,568 | $7,111+34.6% | $6,710+42.6% | $5,851+63.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |