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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 | $140,820 | $103,038+36.7% | $90,324+55.9% | $152,909-7.9% |
| Participation rate | 81.8% | 75.9%+5.9pp | 73.3%+8.5pp | 82.5%-0.6pp |
| Annual return | 26.77% | 95.25%-68.5pp | 78.15%-51.4pp | 345.46%-318.7pp |
| Employer contribution / active EE | $2,804 | $3,141-10.7% | $2,856-1.8% | $4,764-41.1% |
| Participant deferral / active EE | $7,236 | $4,282+69.0% | $3,885+86.2% | $5,851+23.7% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |