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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 | $151,647 | $101,063+50.1% | $81,473+86.1% | $147,586+2.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.08% | 32.41%-15.3pp | 38.78%-21.7pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,963 | $3,206-38.8% | $2,568-23.6% | $4,876-59.7% |
| Participant deferral / active EE | $5,338 | $4,242+25.8% | $3,537+50.9% | $5,439-1.8% |
| Admin fee / account holder | $77 | $5,812-98.7% | $4,561-98.3% | $10,886-99.3% |