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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 | $140,380 | $93,346+50.4% | $71,796+95.5% | $273,972-48.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.66% | 130.39%-121.7pp | 78.04%-69.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $2,954 | $2,733+8.1% | $1,924+53.5% | $4,869-39.3% |
| Participant deferral / active EE | $4,357 | $3,475+25.4% | $2,794+55.9% | $5,287-17.6% |
| Admin fee / account holder | $197 | $6,571-97.0% | $4,815-95.9% | $10,133-98.1% |