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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 | $92,108 | $63,861+44.2% | $104,639-12.0% | $79,856+15.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 15.05% | 21.30%-6.2pp | 340.67%-325.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $5,180 | $1,588+226.1% | $2,682+93.2% | $2,471+109.6% |
| Participant deferral / active EE | $4,680 | $2,693+73.8% | $3,738+25.2% | $3,741+25.1% |
| Admin fee / account holder | $64 | $4,185-98.5% | $6,465-99.0% | $5,306-98.8% |