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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 | $59,634 | $198,457-70.0% | $170,435-65.0% | $147,586-59.6% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 17.56% | 257.30%-239.7pp | 205.94%-188.4pp | 578.59%-561.0pp |
| Employer contribution / active EE | $2,898 | $6,183-53.1% | $5,432-46.7% | $4,876-40.6% |
| Participant deferral / active EE | $5,477 | $5,629-2.7% | $4,939+10.9% | $5,439+0.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |