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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 | $115,167 | $141,004-18.3% | $112,273+2.6% | $139,466-17.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.73% | 32.75%-14.0pp | 30.23%-11.5pp | 373.66%-354.9pp |
| Employer contribution / active EE | $7,625 | $4,285+78.0% | $3,431+122.2% | $4,754+60.4% |
| Participant deferral / active EE | $9,448 | $5,878+60.7% | $4,800+96.8% | $6,712+40.8% |
| Admin fee / account holder | $21 | $9,959-99.8% | $7,752-99.7% | $11,409-99.8% |