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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 | $94,135 | $183,592-48.7% | $155,574-39.5% | $145,877-35.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 40.29% | 61.37%-21.1pp | 64.87%-24.6pp | 551.28%-511.0pp |
| Employer contribution / active EE | $2,976 | $5,317-44.0% | $4,676-36.4% | $4,663-36.2% |
| Participant deferral / active EE | $4,648 | $6,466-28.1% | $5,629-17.4% | $6,691-30.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |