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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 | $183,384 | $103,038+78.0% | $90,324+103.0% | $152,909+19.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 23.90% | 95.25%-71.3pp | 78.15%-54.2pp | 345.46%-321.6pp |
| Employer contribution / active EE | $2,311 | $3,141-26.4% | $2,856-19.1% | $4,764-51.5% |
| Participant deferral / active EE | $15,750 | $4,282+267.8% | $3,885+305.4% | $5,851+169.2% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |