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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 | $100,315 | $90,486+10.9% | $78,676+27.5% | $273,972-63.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.92% | 75.62%-72.7pp | 62.19%-59.3pp | 41.46%-38.5pp |
| Employer contribution / active EE | $3,239 | $3,175+2.0% | $2,850+13.6% | $4,869-33.5% |
| Participant deferral / active EE | $9,200 | $3,901+135.8% | $3,517+161.6% | $5,287+74.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |