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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 | $141,295 | $107,030+32.0% | $73,550+92.1% | $147,586-4.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 14.82% | 38.25%-23.4pp | -15.16%+30.0pp | 578.59%-563.8pp |
| Employer contribution / active EE | $2,129 | $1,760+20.9% | $1,219+74.6% | $4,876-56.3% |
| Participant deferral / active EE | $4,965 | $2,458+102.0% | $1,804+175.2% | $5,439-8.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |