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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 | $91,492 | $112,935-19.0% | $90,970+0.6% | $158,966-42.4% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 18.19% | 215.79%-197.6pp | 134.58%-116.4pp | 302.95%-284.8pp |
| Employer contribution / active EE | $2,892 | $2,895-0.1% | $2,122+36.2% | $4,762-39.3% |
| Participant deferral / active EE | $7,438 | $4,129+80.1% | $3,373+120.5% | $5,983+24.3% |
| Admin fee / account holder | $266 | $8,045-96.7% | $5,960-95.5% | $11,250-97.6% |