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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 | $174,385 | $102,638+69.9% | $81,991+112.7% | $158,966+9.7% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.3%+2.2pp | 82.0%-10.5pp |
| Annual return | 7.66% | 61.05%-53.4pp | 41.31%-33.7pp | 302.95%-295.3pp |
| Employer contribution / active EE | $2,442 | $3,241-24.7% | $2,498-2.3% | $4,762-48.7% |
| Participant deferral / active EE | $9,435 | $4,649+102.9% | $3,722+153.5% | $5,983+57.7% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |