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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 | $112,164 | $99,652+12.6% | $78,778+42.4% | $147,586-24.0% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 16.72% | 47.28%-30.6pp | 35.62%-18.9pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,417 | $2,796-49.3% | $1,986-28.6% | $4,876-70.9% |
| Participant deferral / active EE | $4,102 | $3,664+12.0% | $2,958+38.7% | $5,439-24.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |