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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 | $183,539-48.7% | $155,556-39.5% | $145,897-35.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 40.29% | 61.31%-21.0pp | 64.84%-24.6pp | 552.29%-512.0pp |
| Employer contribution / active EE | $2,976 | $5,315-44.0% | $4,675-36.4% | $4,663-36.2% |
| Participant deferral / active EE | $4,648 | $6,467-28.1% | $5,631-17.4% | $6,689-30.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |