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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 | $146,609 | $106,280+37.9% | $96,538+51.9% | $139,487+5.1% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 14.31% | 38.48%-24.2pp | 35.74%-21.4pp | 373.84%-359.5pp |
| Employer contribution / active EE | $8,071 | $4,107+96.5% | $3,740+115.8% | $4,755+69.8% |
| Participant deferral / active EE | $5,143 | $5,457-5.8% | $4,880+5.4% | $6,713-23.4% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |