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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 | $91,912 | $85,766+7.2% | $136,297-32.6% | $70,124+31.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.60% | 31.45%-14.9pp | 5156.19%-5139.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $9,260 | $2,966+212.2% | $4,696+97.2% | $2,342+295.3% |
| Participant deferral / active EE | $7,252 | $5,051+43.6% | $6,247+16.1% | $3,332+117.7% |
| Admin fee / account holder | $243 | $5,420-95.5% | $9,244-97.4% | $4,645-94.8% |