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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 | $107,301 | $103,393+3.8% | $87,103+23.2% | $152,909-29.8% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.9%+14.8pp | 82.5%+9.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $6,369 | $3,221+97.7% | $2,521+152.6% | $4,764+33.7% |
| Participant deferral / active EE | $3,251 | $4,778-32.0% | $4,049-19.7% | $5,851-44.4% |
| Admin fee / account holder | $146 | $12,195-98.8% | $7,491-98.0% | $11,601-98.7% |