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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 | $87,200 | $202,463-56.9% | $169,397-48.5% | $139,487-37.5% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.2%+14.5pp | 80.3%+11.3pp |
| Annual return | 19.41% | 532.64%-513.2pp | 406.23%-386.8pp | 373.84%-354.4pp |
| Employer contribution / active EE | $3,648 | $4,694-22.3% | $4,013-9.1% | $4,755-23.3% |
| Participant deferral / active EE | $4,577 | $6,941-34.1% | $6,223-26.4% | $6,713-31.8% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |