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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 | $99,553 | $93,346+6.6% | $71,796+38.7% | $273,972-63.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.33% | 130.39%-123.1pp | 78.04%-70.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,955 | $2,733+8.1% | $1,924+53.5% | $4,869-39.3% |
| Participant deferral / active EE | $9,638 | $3,475+177.3% | $2,794+244.9% | $5,287+82.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |