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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 | $117,716 | $166,242-29.2% | $165,071-28.7% | $145,884-19.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 12.84% | 100.44%-87.6pp | 70.17%-57.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $5,467 | $5,283+3.5% | $4,347+25.8% | $4,662+17.3% |
| Participant deferral / active EE | $14,905 | $6,964+114.0% | $6,035+147.0% | $6,690+122.8% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |