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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 | $55,311 | $105,145-47.4% | $94,664-41.6% | $139,466-60.3% |
| Participation rate | 93.3% | 82.4%+11.0pp | 80.8%+12.5pp | 80.3%+13.0pp |
| Annual return | 25.23% | 38.09%-12.9pp | 156.84%-131.6pp | 373.66%-348.4pp |
| Employer contribution / active EE | $3,835 | $4,107-6.6% | $3,673+4.4% | $4,754-19.3% |
| Participant deferral / active EE | $9,689 | $7,599+27.5% | $7,417+30.6% | $6,712+44.4% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |