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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 | $145,291 | $108,882+33.4% | $96,754+50.2% | $154,746-6.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.70% | 98.39%-81.7pp | 82.04%-65.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $9,721 | $3,018+222.1% | $2,679+262.8% | $4,379+122.0% |
| Participant deferral / active EE | $3,195 | $5,323-40.0% | $4,758-32.8% | $6,730-52.5% |
| Admin fee / account holder | $25 | $10,200-99.8% | $8,905-99.7% | $14,365-99.8% |