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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 | $108,922-48.0% | $100,398-43.5% | $145,978-61.2% |
| Participation rate | 94.4% | 83.0%+11.5pp | 81.5%+12.9pp | 80.3%+14.2pp |
| Annual return | 10.59% | 58.04%-47.4pp | 49.32%-38.7pp | 550.52%-539.9pp |
| Employer contribution / active EE | $8,312 | $4,426+87.8% | $3,946+110.7% | $4,662+78.3% |
| Participant deferral / active EE | $6,265 | $8,450-25.9% | $8,084-22.5% | $6,690-6.4% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |