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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 | $181,388 | $85,766+111.5% | $136,298+33.1% | $70,126+158.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.24% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $4,977 | $2,966+67.8% | $4,696+6.0% | $2,343+112.5% |
| Participant deferral / active EE | $7,283 | $5,051+44.2% | $6,247+16.6% | $3,332+118.6% |
| Admin fee / account holder | $289 | $5,421-94.7% | $9,244-96.9% | $4,645-93.8% |