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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 | $135,080 | $110,379+22.4% | $102,412+31.9% | $145,884-7.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.45% | 24.84%-6.4pp | 24.94%-6.5pp | 551.85%-533.4pp |
| Employer contribution / active EE | $7,289 | $4,216+72.9% | $3,870+88.4% | $4,662+56.3% |
| Participant deferral / active EE | $13,093 | $5,622+132.9% | $5,060+158.7% | $6,690+95.7% |
| Admin fee / account holder | $246 | $9,745-97.5% | $8,388-97.1% | $13,392-98.2% |