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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 | $150,524 | $110,379+36.4% | $102,412+47.0% | $145,884+3.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.96% | 24.84%-10.9pp | 24.94%-11.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,003 | $4,216-76.2% | $3,870-74.1% | $4,662-78.5% |
| Participant deferral / active EE | $30,500 | $5,622+442.5% | $5,060+502.7% | $6,690+355.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |