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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 | $78,955 | $148,623-46.9% | $135,974-41.9% | $139,466-43.4% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 16.55% | 79.30%-62.7pp | 68.30%-51.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,417 | $5,246-53.9% | $4,859-50.2% | $4,754-49.1% |
| Participant deferral / active EE | $8,581 | $8,103+5.9% | $7,760+10.6% | $6,712+27.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |