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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 | $157,395 | $115,814+35.9% | $101,275+55.4% | $158,982-1.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 18.98% | 56.16%-37.2pp | 46.48%-27.5pp | 302.99%-284.0pp |
| Employer contribution / active EE | $2,948 | $4,176-29.4% | $3,660-19.5% | $4,763-38.1% |
| Participant deferral / active EE | $9,287 | $4,958+87.3% | $4,371+112.5% | $5,983+55.2% |
| Admin fee / account holder | $123 | $7,249-98.3% | $5,948-97.9% | $11,252-98.9% |