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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 | $68,104 | $183,592-62.9% | $155,574-56.2% | $145,877-53.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 79.95% | 61.37%+18.6pp | 64.87%+15.1pp | 551.28%-471.3pp |
| Employer contribution / active EE | $1,960 | $5,317-63.1% | $4,676-58.1% | $4,663-58.0% |
| Participant deferral / active EE | $6,205 | $6,466-4.0% | $5,629+10.2% | $6,691-7.3% |
| Admin fee / account holder | $38 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |