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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 | $44,997 | $175,231-74.3% | $149,696-69.9% | $139,466-67.7% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 22.96% | 166.77%-143.8pp | 134.46%-111.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $3,253 | $5,478-40.6% | $4,821-32.5% | $4,754-31.6% |
| Participant deferral / active EE | $7,923 | $6,521+21.5% | $5,682+39.4% | $6,712+18.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |