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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 | $127,305 | $83,337+52.8% | $67,834+87.7% | $273,972-53.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.23% | 259.45%-252.2pp | 138.47%-131.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $3,447 | $3,287+4.9% | $2,403+43.4% | $4,869-29.2% |
| Participant deferral / active EE | $11,413 | $4,088+179.2% | $3,160+261.2% | $5,287+115.9% |
| Admin fee / account holder | $21 | $6,752-99.7% | $4,622-99.5% | $10,133-99.8% |