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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 | $138,869 | $85,171+63.0% | $172,753-19.6% | $72,976+90.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.98% | 27.32%-5.3pp | 803.00%-781.0pp | 81.02%-59.0pp |
| Employer contribution / active EE | $5,773 | $3,324+73.7% | $5,144+12.2% | $2,440+136.6% |
| Participant deferral / active EE | $6,287 | $3,260+92.8% | $5,198+21.0% | $3,608+74.3% |
| Admin fee / account holder | $208 | $5,880-96.5% | $13,956-98.5% | $5,124-95.9% |