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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 | $157,992 | $115,814+36.4% | $101,275+56.0% | $158,982-0.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 19.92% | 56.16%-36.2pp | 46.48%-26.6pp | 302.99%-283.1pp |
| Employer contribution / active EE | $3,002 | $4,176-28.1% | $3,660-18.0% | $4,763-37.0% |
| Participant deferral / active EE | $9,740 | $4,958+96.4% | $4,371+122.9% | $5,983+62.8% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |