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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 | $107,310 | $96,361+11.4% | $80,607+33.1% | $139,456-23.1% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 25.86% | 1350.95%-1325.1pp | 936.11%-910.2pp | 373.45%-347.6pp |
| Employer contribution / active EE | $2,762 | $3,262-15.3% | $2,724+1.4% | $4,753-41.9% |
| Participant deferral / active EE | $7,487 | $5,232+43.1% | $4,448+68.3% | $6,711+11.6% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |