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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 | $114,338 | $100,073+14.3% | $85,126+34.3% | $145,877-21.6% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 14.76% | 84.11%-69.3pp | 66.63%-51.9pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,120 | $3,236-34.5% | $2,731-22.4% | $4,663-54.5% |
| Participant deferral / active EE | $6,373 | $5,294+20.4% | $4,523+40.9% | $6,691-4.7% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |