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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 | $107,771 | $142,430-24.3% | $115,170-6.4% | $152,897-29.5% |
| Participation rate | 84.6% | 82.4%+2.3pp | 75.9%+8.7pp | 82.5%+2.2pp |
| Annual return | 26.68% | 41.48%-14.8pp | 35.60%-8.9pp | 345.43%-318.7pp |
| Employer contribution / active EE | $3,721 | $4,011-7.2% | $3,179+17.0% | $4,764-21.9% |
| Participant deferral / active EE | $10,851 | $5,165+110.1% | $4,169+160.3% | $5,851+85.4% |
| Admin fee / account holder | $4 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |