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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 | $119,560 | $115,810+3.2% | $101,271+18.1% | $158,966-24.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 13.69% | 56.15%-42.5pp | 46.48%-32.8pp | 302.95%-289.3pp |
| Employer contribution / active EE | $2,405 | $4,175-42.4% | $3,660-34.3% | $4,762-49.5% |
| Participant deferral / active EE | $4,959 | $4,9580% | $4,371+13.5% | $5,983-17.1% |
| Admin fee / account holder | $90 | $7,248-98.8% | $5,948-98.5% | $11,250-99.2% |