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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 | $118,382 | $166,242-28.8% | $165,071-28.3% | $145,884-18.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.84% | 100.44%-86.6pp | 70.17%-56.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,661 | $5,283-49.6% | $4,347-38.8% | $4,662-42.9% |
| Participant deferral / active EE | $10,860 | $6,964+55.9% | $6,035+80.0% | $6,690+62.3% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |