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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 | $107,627 | $107,368+0.2% | $92,915+15.8% | $152,909-29.6% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 26.10% | 145.64%-119.5pp | 109.45%-83.3pp | 345.46%-319.4pp |
| Employer contribution / active EE | $1,663 | $4,222-60.6% | $3,653-54.5% | $4,764-65.1% |
| Participant deferral / active EE | $8,320 | $4,848+71.6% | $4,238+96.3% | $5,851+42.2% |
| Admin fee / account holder | $56 | $7,082-99.2% | $5,796-99.0% | $11,601-99.5% |