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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 | $135,253 | $112,935+19.8% | $90,970+48.7% | $158,966-14.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.95% | 215.79%-198.8pp | 134.58%-117.6pp | 302.95%-286.0pp |
| Employer contribution / active EE | $1,567 | $2,895-45.9% | $2,122-26.2% | $4,762-67.1% |
| Participant deferral / active EE | $4,633 | $4,129+12.2% | $3,373+37.3% | $5,983-22.6% |
| Admin fee / account holder | $244 | $8,045-97.0% | $5,960-95.9% | $11,250-97.8% |