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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 | $119,076 | $106,905+11.4% | $84,020+41.7% | $152,885-22.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.55% | 105.00%-84.4pp | 71.31%-50.8pp | 345.39%-324.8pp |
| Employer contribution / active EE | $1,976 | $2,735-27.7% | $1,984-0.4% | $4,763-58.5% |
| Participant deferral / active EE | $3,427 | $4,012-14.6% | $3,239+5.8% | $5,851-41.4% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |