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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 | $125,778 | $152,612-17.6% | $125,192+0.5% | $152,897-17.7% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.5%-4.7pp |
| Annual return | 58.90% | 54.85%+4.1pp | 43.79%+15.1pp | 345.43%-286.5pp |
| Employer contribution / active EE | $2,370 | $4,947-52.1% | $3,866-38.7% | $4,764-50.3% |
| Participant deferral / active EE | $8,311 | $5,868+41.6% | $4,937+68.3% | $5,851+42.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |