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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 | $121,146 | $100,901+20.1% | $75,501+60.5% | $147,586-17.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 22.20% | 35.78%-13.6pp | 27.35%-5.2pp | 578.59%-556.4pp |
| Employer contribution / active EE | $3,283 | $3,253+0.9% | $2,352+39.6% | $4,876-32.7% |
| Participant deferral / active EE | $5,737 | $4,027+42.4% | $3,142+82.6% | $5,439+5.5% |
| Admin fee / account holder | $20 | $11,285-99.8% | $5,801-99.7% | $10,886-99.8% |