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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 | $71,766 | $148,623-51.7% | $135,974-47.2% | $139,466-48.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 28.02% | 79.30%-51.3pp | 68.30%-40.3pp | 373.66%-345.6pp |
| Employer contribution / active EE | $2,639 | $5,246-49.7% | $4,859-45.7% | $4,754-44.5% |
| Participant deferral / active EE | $9,357 | $8,103+15.5% | $7,760+20.6% | $6,712+39.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |