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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 | $197,300 | $108,882+81.2% | $96,754+103.9% | $154,746+27.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 19.33% | 98.39%-79.1pp | 82.04%-62.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $13,706 | $3,018+354.1% | $2,679+411.6% | $4,379+213.0% |
| Participant deferral / active EE | $8,046 | $5,323+51.2% | $4,758+69.1% | $6,730+19.5% |
| Admin fee / account holder | $158 | $10,200-98.5% | $8,905-98.2% | $14,365-98.9% |