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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 | $151,366 | $103,392+46.4% | $87,104+73.8% | $152,897-1.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.52% | 28.10%-4.6pp | 28.19%-4.7pp | 345.43%-321.9pp |
| Employer contribution / active EE | $6,874 | $3,221+113.4% | $2,521+172.6% | $4,764+44.3% |
| Participant deferral / active EE | $2,767 | $4,778-42.1% | $4,048-31.6% | $5,851-52.7% |
| Admin fee / account holder | $238 | $12,194-98.0% | $7,491-96.8% | $11,599-97.9% |