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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 | $124,794 | $93,346+33.7% | $71,796+73.8% | $273,972-54.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.25% | 130.39%-123.1pp | 78.04%-70.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $6,068 | $2,733+122.0% | $1,924+215.3% | $4,869+24.6% |
| Participant deferral / active EE | $4,940 | $3,475+42.2% | $2,794+76.8% | $5,287-6.6% |
| Admin fee / account holder | $276 | $6,571-95.8% | $4,815-94.3% | $10,133-97.3% |