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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 | $140,605 | $112,933+24.5% | $90,970+54.6% | $158,982-11.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.41% | 215.82%-201.4pp | 134.60%-120.2pp | 302.99%-288.6pp |
| Employer contribution / active EE | $1,575 | $2,893-45.6% | $2,122-25.8% | $4,763-66.9% |
| Participant deferral / active EE | $2,792 | $4,128-32.4% | $3,373-17.2% | $5,983-53.3% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |