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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 | $78,066 | $183,592-57.5% | $155,574-49.8% | $145,877-46.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 12.94% | 61.37%-48.4pp | 64.87%-51.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $3,320 | $5,317-37.6% | $4,676-29.0% | $4,663-28.8% |
| Participant deferral / active EE | $5,247 | $6,466-18.9% | $5,629-6.8% | $6,691-21.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |