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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 | $182,706 | $112,121+63.0% | $95,960+90.4% | $158,966+14.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 15.09% | 171.16%-156.1pp | 91.63%-76.5pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,930 | $3,199-39.7% | $2,541-24.1% | $4,762-59.5% |
| Participant deferral / active EE | $7,714 | $4,784+61.2% | $4,167+85.1% | $5,983+28.9% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |