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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 | $107,533 | $93,346+15.2% | $71,796+49.8% | $273,972-60.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 11.01% | 130.39%-119.4pp | 78.04%-67.0pp | 41.46%-30.4pp |
| Employer contribution / active EE | $1,968 | $2,733-28.0% | $1,924+2.2% | $4,869-59.6% |
| Participant deferral / active EE | $7,652 | $3,475+120.2% | $2,794+173.8% | $5,287+44.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |