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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 | $68,618 | $209,336-67.2% | $197,124-65.2% | $137,256-50.0% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 19.15% | 48.09%-28.9pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,329 | $6,591-49.5% | $6,227-46.5% | $4,156-19.9% |
| Participant deferral / active EE | $6,476 | $9,614-32.6% | $9,135-29.1% | $6,407+1.1% |
| Admin fee / account holder | $1 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |