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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 | $130,351 | $110,410+18.1% | $102,437+27.2% | $145,897-10.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.52% | 24.85%-11.3pp | 24.95%-11.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,474 | $4,217-41.3% | $3,871-36.1% | $4,663-46.9% |
| Participant deferral / active EE | $15,318 | $5,622+172.5% | $5,060+202.7% | $6,689+129.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |