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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 | $142,068 | $106,923+32.9% | $84,023+69.1% | $152,909-7.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.46% | 105.02%-81.6pp | 71.32%-47.9pp | 345.46%-322.0pp |
| Employer contribution / active EE | $4,463 | $2,735+63.1% | $1,984+124.9% | $4,764-6.3% |
| Participant deferral / active EE | $6,436 | $4,013+60.4% | $3,239+98.7% | $5,851+10.0% |
| Admin fee / account holder | -$209 | $8,289-102.5% | $6,102-103.4% | $11,601-101.8% |