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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 | $47,640 | $209,422-77.3% | $178,503-73.3% | $158,982-70.0% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 14.99% | 188.81%-173.8pp | 151.12%-136.1pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,921 | $5,707-66.3% | $5,011-61.7% | $4,763-59.7% |
| Participant deferral / active EE | $7,353 | $5,955+23.5% | $5,202+41.3% | $5,983+22.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |