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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 | $151,265 | $77,419+95.4% | $69,461+117.8% | $152,885-1.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 23.74% | 39.07%-15.3pp | 28.97%-5.2pp | 345.39%-321.6pp |
| Employer contribution / active EE | $4,085 | $3,315+23.2% | $2,779+47.0% | $4,763-14.2% |
| Participant deferral / active EE | $6,997 | $4,414+58.5% | $3,536+97.9% | $5,851+19.6% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |