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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 | $102,967 | $166,131-38.0% | $164,975-37.6% | $145,877-29.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 12.07% | 100.37%-88.3pp | 70.12%-58.1pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,815 | $5,276-27.7% | $4,343-12.1% | $4,663-18.2% |
| Participant deferral / active EE | $7,774 | $6,962+11.7% | $6,033+28.8% | $6,691+16.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |