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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 | $60,369 | $157,304-61.6% | $141,197-57.2% | $152,909-60.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 30.58% | 64.34%-33.8pp | 71.41%-40.8pp | 345.46%-314.9pp |
| Employer contribution / active EE | $6,433 | $5,263+22.2% | $4,736+35.8% | $4,764+35.0% |
| Participant deferral / active EE | $9,617 | $7,111+35.2% | $6,710+43.3% | $5,851+64.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |