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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 | $66,152 | $185,883-64.4% | $170,043-61.1% | $139,466-52.6% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.7pp | 80.3%+13.4pp |
| Annual return | 93.90% | 60.54%+33.4pp | 53.40%+40.5pp | 373.66%-279.8pp |
| Employer contribution / active EE | $5,984 | $7,596-21.2% | $6,790-11.9% | $4,754+25.9% |
| Participant deferral / active EE | $11,028 | $11,626-5.1% | $10,410+5.9% | $6,712+64.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |