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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 | $71,706 | $69,248+3.5% | $64,101+11.9% | $139,466-48.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.33% | 45.95%-28.6pp | 33.72%-16.4pp | 373.66%-356.3pp |
| Employer contribution / active EE | $3,216 | $3,185+1.0% | $2,749+17.0% | $4,754-32.4% |
| Participant deferral / active EE | $12,581 | $4,682+168.7% | $3,881+224.2% | $6,712+87.4% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |