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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 | $99,380 | $48,053+106.8% | $84,637+17.4% | $72,976+36.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 21.36% | 37.39%-16.0pp | 258.82%-237.5pp | 81.02%-59.7pp |
| Employer contribution / active EE | $1,837 | $1,602+14.7% | $2,653-30.8% | $2,440-24.7% |
| Participant deferral / active EE | $1,920 | $2,681-28.4% | $3,900-50.8% | $3,608-46.8% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |