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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 | $155,123 | $93,346+66.2% | $71,796+116.1% | $273,972-43.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.28% | 130.39%-128.1pp | 78.04%-75.8pp | 41.46%-39.2pp |
| Employer contribution / active EE | $3,331 | $2,733+21.9% | $1,924+73.1% | $4,869-31.6% |
| Participant deferral / active EE | $10,414 | $3,475+199.7% | $2,794+272.7% | $5,287+97.0% |
| Admin fee / account holder | $115 | $6,571-98.3% | $4,815-97.6% | $10,133-98.9% |