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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 | $144,578 | $108,911+32.7% | $100,392+44.0% | $145,884-0.9% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 16.36% | 58.23%-41.9pp | 49.45%-33.1pp | 551.85%-535.5pp |
| Employer contribution / active EE | $3,701 | $4,420-16.3% | $3,941-6.1% | $4,662-20.6% |
| Participant deferral / active EE | $8,092 | $8,459-4.3% | $8,0900% | $6,690+21.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |