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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 | $93,167 | $90,397+3.1% | $76,002+22.6% | $145,959-36.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.99% | 621.97%-611.0pp | 360.07%-349.1pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,397 | $3,317-27.7% | $2,688-10.8% | $4,661-48.6% |
| Participant deferral / active EE | $11,185 | $5,163+116.6% | $4,257+162.8% | $6,689+67.2% |
| Admin fee / account holder | $20 | $8,369-99.8% | $6,414-99.7% | $13,398-99.9% |