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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 | $116,070 | $106,247+9.2% | $96,515+20.3% | $139,466-16.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.44% | 38.47%-23.0pp | 35.73%-20.3pp | 373.66%-358.2pp |
| Employer contribution / active EE | $10,515 | $4,106+156.1% | $3,740+181.2% | $4,754+121.2% |
| Participant deferral / active EE | $8,532 | $5,456+56.4% | $4,880+74.8% | $6,712+27.1% |
| Admin fee / account holder | $2 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |