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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 | $56,675 | $108,911-48.0% | $100,392-43.5% | $145,884-61.2% |
| Participation rate | 94.4% | 83.0%+11.5pp | 81.5%+12.9pp | 80.3%+14.1pp |
| Annual return | 10.59% | 58.23%-47.6pp | 49.45%-38.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $8,312 | $4,420+88.1% | $3,941+110.9% | $4,662+78.3% |
| Participant deferral / active EE | $6,265 | $8,459-25.9% | $8,090-22.6% | $6,690-6.4% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |