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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 | $233,246 | $124,336+87.6% | $111,303+109.6% | $167,518+39.2% |
| Participation rate | 78.3% | 79.6%-1.4pp | 77.3%+0.9pp | 82.1%-3.8pp |
| Annual return | 15.26% | 37.45%-22.2pp | 54.66%-39.4pp | 478.71%-463.5pp |
| Employer contribution / active EE | $2,188 | $3,436-36.3% | $2,731-19.9% | $4,838-54.8% |
| Participant deferral / active EE | $6,790 | $5,181+31.1% | $4,487+51.3% | $6,342+7.1% |
| Admin fee / account holder | $136 | $10,623-98.7% | $7,966-98.3% | $12,312-98.9% |