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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 | $195,797 | $183,539+6.7% | $155,556+25.9% | $145,897+34.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 15.46% | 61.31%-45.8pp | 64.84%-49.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $2,749 | $5,315-48.3% | $4,675-41.2% | $4,663-41.0% |
| Participant deferral / active EE | $5,476 | $6,467-15.3% | $5,631-2.7% | $6,689-18.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |