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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 | $105,067 | $154,754-32.1% | $124,206-15.4% | $138,895-24.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.41% | 709.28%-688.9pp | 515.27%-494.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $6,146 | $4,446+38.2% | $3,540+73.6% | $4,194+46.5% |
| Participant deferral / active EE | $10,816 | $4,621+134.1% | $3,968+172.6% | $6,396+69.1% |
| Admin fee / account holder | $107 | $6,690-98.4% | $5,929-98.2% | $12,562-99.1% |