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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 | $107,557 | $107,941-0.4% | $91,994+16.9% | $152,897-29.7% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 27.78% | 89.28%-61.5pp | 69.04%-41.3pp | 345.43%-317.6pp |
| Employer contribution / active EE | $3,327 | $4,212-21.0% | $3,453-3.6% | $4,764-30.2% |
| Participant deferral / active EE | $13,654 | $6,366+114.5% | $5,924+130.5% | $5,851+133.4% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |