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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 | $102,978+36.7% | $90,287+56.0% | $152,870-7.9% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 26.77% | 95.17%-68.4pp | 78.10%-51.3pp | 345.34%-318.6pp |
| Employer contribution / active EE | $2,804 | $3,139-10.7% | $2,855-1.8% | $4,763-41.1% |
| Participant deferral / active EE | $7,236 | $4,281+69.0% | $3,885+86.3% | $5,850+23.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,597-100.0% |