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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 | $60,041 | $115,810-48.2% | $101,271-40.7% | $158,966-62.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 21.69% | 56.15%-34.5pp | 46.48%-24.8pp | 302.95%-281.3pp |
| Employer contribution / active EE | $6,317 | $4,175+51.3% | $3,660+72.6% | $4,762+32.6% |
| Participant deferral / active EE | $6,317 | $4,958+27.4% | $4,371+44.5% | $5,983+5.6% |
| Admin fee / account holder | $243 | $7,248-96.6% | $5,948-95.9% | $11,250-97.8% |