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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 | $166,231 | $84,236+97.3% | $170,435-2.5% | $70,126+137.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.03% | 23.06%-2.0pp | 205.94%-184.9pp | 73.15%-52.1pp |
| Employer contribution / active EE | $7,691 | $3,387+127.1% | $5,432+41.6% | $2,343+228.3% |
| Participant deferral / active EE | $5,020 | $3,086+62.7% | $4,939+1.6% | $3,332+50.7% |
| Admin fee / account holder | $137 | $5,698-97.6% | $13,881-99.0% | $4,645-97.1% |