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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 | $102,692 | $105,200-2.4% | $159,474-35.6% | $85,847+19.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.02% | 45.08%-27.1pp | 263.68%-245.7pp | 318.61%-300.6pp |
| Employer contribution / active EE | $6,816 | $3,319+105.4% | $4,831+41.1% | $2,565+165.7% |
| Participant deferral / active EE | $7,370 | $5,946+23.9% | $7,353+0.2% | $3,952+86.5% |
| Admin fee / account holder | $137 | $6,934-98.0% | $10,802-98.7% | $6,261-97.8% |