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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 | $92,758 | $118,919-22.0% | $88,538+4.8% | $152,897-39.3% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 19.75% | 47.92%-28.2pp | 43.64%-23.9pp | 345.43%-325.7pp |
| Employer contribution / active EE | $8,797 | $2,669+229.6% | $2,098+319.3% | $4,764+84.7% |
| Participant deferral / active EE | $5,852 | $3,549+64.9% | $2,914+100.8% | $5,8510% |
| Admin fee / account holder | $175 | $5,876-97.0% | $4,310-95.9% | $11,599-98.5% |