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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 | $127,638 | $183,592-30.5% | $155,574-18.0% | $145,877-12.5% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.0pp | 80.3%+0.9pp |
| Annual return | 15.11% | 61.37%-46.3pp | 64.87%-49.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,967 | $5,317-63.0% | $4,676-57.9% | $4,663-57.8% |
| Participant deferral / active EE | $9,210 | $6,466+42.4% | $5,629+63.6% | $6,691+37.6% |
| Admin fee / account holder | $57 | $19,316-99.7% | $15,914-99.6% | $13,402-99.6% |