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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 | $91,328 | $99,652-8.4% | $78,778+15.9% | $147,586-38.1% |
| Participation rate | 84.2% | 76.2%+8.0pp | 69.2%+15.0pp | 82.8%+1.4pp |
| Annual return | 21.49% | 47.28%-25.8pp | 35.62%-14.1pp | 578.59%-557.1pp |
| Employer contribution / active EE | $2,338 | $2,796-16.4% | $1,986+17.7% | $4,876-52.1% |
| Participant deferral / active EE | $6,146 | $3,664+67.8% | $2,958+107.8% | $5,439+13.0% |
| Admin fee / account holder | $123 | $7,155-98.3% | $5,134-97.6% | $10,886-98.9% |