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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 | $125,950 | $110,379+14.1% | $102,412+23.0% | $145,884-13.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.23% | 24.84%-2.6pp | 24.94%-2.7pp | 551.85%-529.6pp |
| Employer contribution / active EE | $7,809 | $4,216+85.2% | $3,870+101.8% | $4,662+67.5% |
| Participant deferral / active EE | $10,000 | $5,622+77.9% | $5,060+97.6% | $6,690+49.5% |
| Admin fee / account holder | $171 | $9,745-98.2% | $8,388-98.0% | $13,392-98.7% |