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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 | $158,640 | $78,707+101.6% | $117,861+34.6% | $70,126+126.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.58% | 23.30%-7.7pp | 335.11%-319.5pp | 73.15%-57.6pp |
| Employer contribution / active EE | $3,200 | $2,223+43.9% | $3,786-15.5% | $2,343+36.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10 | $5,066-99.8% | $8,021-99.9% | $4,645-99.8% |