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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 | $60,892 | $157,296-61.3% | $141,191-56.9% | $152,897-60.2% |
| Participation rate | 77.3% | 84.8%-7.6pp | 82.5%-5.2pp | 82.5%-5.2pp |
| Annual return | 29.72% | 64.34%-34.6pp | 71.41%-41.7pp | 345.43%-315.7pp |
| Employer contribution / active EE | $3,747 | $5,262-28.8% | $4,736-20.9% | $4,764-21.3% |
| Participant deferral / active EE | $12,739 | $7,111+79.1% | $6,710+89.8% | $5,851+117.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |