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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 | $20,100 | $211,239-90.5% | $178,528-88.7% | $145,877-86.2% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 55.60% | 30.22%+25.4pp | 27.11%+28.5pp | 551.28%-495.7pp |
| Employer contribution / active EE | $3,839 | $4,570-16.0% | $3,950-2.8% | $4,663-17.7% |
| Participant deferral / active EE | $8,400 | $6,963+20.6% | $6,278+33.8% | $6,691+25.6% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |