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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 | $129,069 | $115,814+11.4% | $101,275+27.4% | $158,982-18.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.11% | 56.16%-29.0pp | 46.48%-19.4pp | 302.99%-275.9pp |
| Employer contribution / active EE | $1,036 | $4,176-75.2% | $3,660-71.7% | $4,763-78.3% |
| Participant deferral / active EE | $10,713 | $4,958+116.1% | $4,371+145.1% | $5,983+79.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |