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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 | $93,924 | $93,346+0.6% | $71,796+30.8% | $273,972-65.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 7.74% | 130.39%-122.7pp | 78.04%-70.3pp | 41.46%-33.7pp |
| Employer contribution / active EE | $3,240 | $2,733+18.5% | $1,924+68.4% | $4,869-33.4% |
| Participant deferral / active EE | $7,697 | $3,475+121.5% | $2,794+175.4% | $5,287+45.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |