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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 | $138,864 | $105,856+31.2% | $90,161+54.0% | $147,585-5.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.40% | 37.63%-18.2pp | 34.89%-15.5pp | 578.58%-559.2pp |
| Employer contribution / active EE | $6,377 | $4,126+54.5% | $3,318+92.2% | $4,876+30.8% |
| Participant deferral / active EE | $7,099 | $5,733+23.8% | $5,287+34.3% | $5,439+30.5% |
| Admin fee / account holder | $120 | $8,046-98.5% | $5,943-98.0% | $10,886-98.9% |