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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 | $135,527 | $103,393+31.1% | $87,103+55.6% | $152,909-11.4% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.9%+8.1pp | 82.5%+2.5pp |
| Annual return | 20.90% | 28.10%-7.2pp | 28.19%-7.3pp | 345.46%-324.6pp |
| Employer contribution / active EE | $797 | $3,221-75.2% | $2,521-68.4% | $4,764-83.3% |
| Participant deferral / active EE | $5,034 | $4,778+5.4% | $4,049+24.3% | $5,851-14.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |