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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 | $102,793 | $107,363-4.3% | $92,909+10.6% | $152,897-32.8% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 15.67% | 145.63%-130.0pp | 109.44%-93.8pp | 345.43%-329.8pp |
| Employer contribution / active EE | $2,887 | $4,222-31.6% | $3,653-21.0% | $4,764-39.4% |
| Participant deferral / active EE | $5,774 | $4,848+19.1% | $4,238+36.2% | $5,851-1.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |