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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 | $90,924 | $115,810-21.5% | $101,271-10.2% | $158,966-42.8% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 8.39% | 56.15%-47.8pp | 46.48%-38.1pp | 302.95%-294.6pp |
| Employer contribution / active EE | $2,053 | $4,175-50.8% | $3,660-43.9% | $4,762-56.9% |
| Participant deferral / active EE | $4,172 | $4,958-15.9% | $4,371-4.5% | $5,983-30.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |