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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 | $86,122 | $98,776-12.8% | $149,745-42.5% | $79,856+7.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 26.25% | 27.38%-1.1pp | 276.72%-250.5pp | 31.71%-5.5pp |
| Employer contribution / active EE | $6,346 | $3,217+97.2% | $4,646+36.6% | $2,471+156.8% |
| Participant deferral / active EE | $7,198 | $5,681+26.7% | $6,843+5.2% | $3,741+92.4% |
| Admin fee / account holder | $166 | $6,053-97.3% | $9,312-98.2% | $5,306-96.9% |