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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 | $91,042 | $148,629-38.7% | $135,982-33.0% | $139,487-34.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 90.43% | 79.33%+11.1pp | 68.32%+22.1pp | 373.84%-283.4pp |
| Employer contribution / active EE | $2,320 | $5,247-55.8% | $4,859-52.3% | $4,755-51.2% |
| Participant deferral / active EE | $7,482 | $8,102-7.7% | $7,760-3.6% | $6,713+11.5% |
| Admin fee / account holder | $136 | $12,406-98.9% | $10,767-98.7% | $11,407-98.8% |