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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 | $113,998 | $105,200+8.4% | $159,474-28.5% | $85,847+32.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 19.04% | 45.08%-26.0pp | 263.68%-244.6pp | 318.61%-299.6pp |
| Employer contribution / active EE | $2,042 | $3,319-38.5% | $4,831-57.7% | $2,565-20.4% |
| Participant deferral / active EE | $5,392 | $5,946-9.3% | $7,353-26.7% | $3,952+36.4% |
| Admin fee / account holder | $192 | $6,934-97.2% | $10,802-98.2% | $6,261-96.9% |