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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 | $81,026 | $91,198-11.2% | $178,503-54.6% | $79,856+1.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.66% | 24.20%-4.5pp | 151.12%-131.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $8,847 | $3,257+171.7% | $5,011+76.5% | $2,471+258.0% |
| Participant deferral / active EE | $7,077 | $3,237+118.7% | $5,202+36.0% | $3,741+89.2% |
| Admin fee / account holder | $88 | $6,748-98.7% | $13,987-99.4% | $5,306-98.3% |