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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 | $120,568 | $112,933+6.8% | $90,970+32.5% | $158,982-24.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.15% | 215.82%-203.7pp | 134.60%-122.4pp | 302.99%-290.8pp |
| Employer contribution / active EE | $1,771 | $2,893-38.8% | $2,122-16.5% | $4,763-62.8% |
| Participant deferral / active EE | $9,250 | $4,128+124.1% | $3,373+174.2% | $5,983+54.6% |
| Admin fee / account holder | $135 | $8,047-98.3% | $5,961-97.7% | $11,252-98.8% |