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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 | $93,089 | $102,422-9.1% | $147,117-36.7% | $80,959+15.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 17.64% | 135.16%-117.5pp | 420.54%-402.9pp | 35.67%-18.0pp |
| Employer contribution / active EE | $3,436 | $3,717-7.6% | $4,932-30.3% | $2,757+24.6% |
| Participant deferral / active EE | $7,445 | $6,652+11.9% | $8,065-7.7% | $4,300+73.1% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |