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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 | $68,594 | $114,119-39.9% | $107,187-36.0% | $138,895-50.6% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 18.57% | 273.21%-254.6pp | 204.55%-186.0pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,332 | $4,059-42.6% | $3,782-38.4% | $4,194-44.4% |
| Participant deferral / active EE | $7,833 | $5,538+41.5% | $5,096+53.7% | $6,396+22.5% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |