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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 | $99,921+14.4% | $85,009+34.5% | $145,959-21.7% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 14.76% | 83.89%-69.1pp | 66.47%-51.7pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,120 | $3,233-34.4% | $2,728-22.3% | $4,661-54.5% |
| Participant deferral / active EE | $6,373 | $5,293+20.4% | $4,522+41.0% | $6,689-4.7% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |