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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 | $57,926 | $144,130-59.8% | $117,860-50.9% | $147,585-60.8% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 20.09% | 531.20%-511.1pp | 335.10%-315.0pp | 578.58%-558.5pp |
| Employer contribution / active EE | $6,288 | $4,897+28.4% | $3,786+66.1% | $4,876+28.9% |
| Participant deferral / active EE | $5,795 | $5,316+9.0% | $4,482+29.3% | $5,439+6.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |