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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 | $138,396 | $108,942+27.0% | $100,415+37.8% | $145,897-5.1% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 14.06% | 58.27%-44.2pp | 49.47%-35.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,302 | $4,422-25.3% | $3,943-16.3% | $4,663-29.2% |
| Participant deferral / active EE | $13,761 | $8,461+62.6% | $8,091+70.1% | $6,689+105.7% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |