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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 | $183,627-57.5% | $155,602-49.8% | $145,978-46.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 12.94% | 61.32%-48.4pp | 64.81%-51.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $3,320 | $5,316-37.5% | $4,675-29.0% | $4,662-28.8% |
| Participant deferral / active EE | $5,247 | $6,466-18.9% | $5,629-6.8% | $6,690-21.6% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |