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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 | $68,429 | $53,128+28.8% | $86,582-21.0% | $70,126-2.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.21% | 27.66%-11.5pp | 965.08%-948.9pp | 73.15%-56.9pp |
| Employer contribution / active EE | $5,186 | $2,068+150.8% | $2,839+82.7% | $2,343+121.4% |
| Participant deferral / active EE | $5,340 | $2,695+98.1% | $3,609+48.0% | $3,332+60.3% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |