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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 | $140,412 | $106,905+31.3% | $84,020+67.1% | $152,885-8.2% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.5%-11.0pp |
| Annual return | 31.61% | 105.00%-73.4pp | 71.31%-39.7pp | 345.39%-313.8pp |
| Employer contribution / active EE | $1,401 | $2,735-48.8% | $1,984-29.4% | $4,763-70.6% |
| Participant deferral / active EE | $5,478 | $4,012+36.5% | $3,239+69.1% | $5,851-6.4% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |