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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 | $114,635 | $117,829-2.7% | $102,423+11.9% | $145,877-21.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.67% | 31.83%-22.2pp | 29.42%-19.8pp | 551.28%-541.6pp |
| Employer contribution / active EE | $8,105 | $3,615+124.2% | $3,023+168.1% | $4,663+73.8% |
| Participant deferral / active EE | $6,501 | $5,732+13.4% | $5,054+28.6% | $6,691-2.8% |
| Admin fee / account holder | $17 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |