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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 | $102,385-9.1% | $147,080-36.7% | $80,935+15.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 17.64% | 135.09%-117.5pp | 420.17%-402.5pp | 35.66%-18.0pp |
| Employer contribution / active EE | $3,436 | $3,717-7.6% | $4,933-30.4% | $2,757+24.6% |
| Participant deferral / active EE | $7,445 | $6,651+11.9% | $8,066-7.7% | $4,299+73.2% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |