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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 | $136,420 | $132,099+3.3% | $115,599+18.0% | $138,895-1.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.3%+0.7pp | 79.9%-4.9pp |
| Annual return | 16.05% | 176.76%-160.7pp | 111.10%-95.0pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,030 | $3,416-40.6% | $2,955-31.3% | $4,194-51.6% |
| Participant deferral / active EE | $10,726 | $5,617+91.0% | $4,889+119.4% | $6,396+67.7% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |