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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 | $104,615 | $102,638+1.9% | $81,991+27.6% | $158,966-34.2% |
| Participation rate | 70.6% | 75.5%-4.9pp | 69.3%+1.3pp | 82.0%-11.4pp |
| Annual return | 16.86% | 61.05%-44.2pp | 41.31%-24.4pp | 302.95%-286.1pp |
| Employer contribution / active EE | $1,426 | $3,241-56.0% | $2,498-42.9% | $4,762-70.1% |
| Participant deferral / active EE | $3,605 | $4,649-22.5% | $3,722-3.1% | $5,983-39.7% |
| Admin fee / account holder | $48 | $8,237-99.4% | $5,665-99.2% | $11,250-99.6% |