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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 | $115,855 | $100,060+15.8% | $149,721-22.6% | $70,126+65.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.96% | 27.46%-7.5pp | 1501.67%-1481.7pp | 73.15%-53.2pp |
| Employer contribution / active EE | $4,845 | $3,661+32.3% | $5,444-11.0% | $2,343+106.8% |
| Participant deferral / active EE | $8,212 | $4,982+64.8% | $6,568+25.0% | $3,332+146.5% |
| Admin fee / account holder | $229 | $8,285-97.2% | $11,282-98.0% | $4,645-95.1% |