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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 | $49,461 | $154,228-67.9% | $145,433-66.0% | $137,256-64.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 108.50% | 74.59%+33.9pp | 66.58%+41.9pp | 220.34%-111.8pp |
| Employer contribution / active EE | $3,402 | $4,804-29.2% | $4,554-25.3% | $4,156-18.1% |
| Participant deferral / active EE | $9,839 | $8,216+19.8% | $7,897+24.6% | $6,407+53.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |