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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 | $140,036 | $157,829-11.3% | $136,867+2.3% | $198,609-29.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 4.63% | 51.25%-46.6pp | 42.97%-38.3pp | 202.70%-198.1pp |
| Employer contribution / active EE | $12,136 | $3,923+209.4% | $3,547+242.2% | $5,055+140.1% |
| Participant deferral / active EE | $9,708 | $5,463+77.7% | $4,924+97.2% | $6,977+39.2% |
| Admin fee / account holder | $205 | $11,107-98.2% | $10,340-98.0% | $19,030-98.9% |