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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 | $107,990 | $110,212-2.0% | $96,534+11.9% | $139,466-22.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.6pp |
| Annual return | 129.74% | 26.42%+103.3pp | 25.88%+103.9pp | 373.66%-243.9pp |
| Employer contribution / active EE | $2,542 | $3,620-29.8% | $2,965-14.3% | $4,754-46.5% |
| Participant deferral / active EE | $5,256 | $5,547-5.3% | $4,851+8.3% | $6,712-21.7% |
| Admin fee / account holder | $62 | $11,599-99.5% | $8,253-99.2% | $11,409-99.5% |