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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 | $94,294 | $103,008-8.5% | $90,304+4.4% | $152,897-38.3% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 23.61% | 95.22%-71.6pp | 78.13%-54.5pp | 345.43%-321.8pp |
| Employer contribution / active EE | $867 | $3,139-72.4% | $2,855-69.6% | $4,764-81.8% |
| Participant deferral / active EE | $3,683 | $4,281-14.0% | $3,885-5.2% | $5,851-37.1% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |