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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 | $127,916 | $208,088-38.5% | $186,193-31.3% | $154,746-17.3% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 17.08% | 89.97%-72.9pp | 78.03%-61.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $4,007 | $4,340-7.7% | $3,918+2.3% | $4,379-8.5% |
| Participant deferral / active EE | $13,284 | $7,078+87.7% | $6,513+104.0% | $6,730+97.4% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |