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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 | $92,047 | $107,368-14.3% | $92,915-0.9% | $152,909-39.8% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.5%-5.5pp |
| Annual return | 20.88% | 145.64%-124.8pp | 109.45%-88.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $4,146 | $4,222-1.8% | $3,653+13.5% | $4,764-13.0% |
| Participant deferral / active EE | $8,717 | $4,848+79.8% | $4,238+105.7% | $5,851+49.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |