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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 | $121,317 | $89,370+35.7% | $141,197-14.1% | $72,976+66.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.51% | 111.88%-90.4pp | 71.41%-49.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $3,460 | $3,115+11.1% | $4,736-27.0% | $2,440+41.8% |
| Participant deferral / active EE | $7,830 | $5,419+44.5% | $6,710+16.7% | $3,608+117.0% |
| Admin fee / account holder | $171 | $5,957-97.1% | $10,265-98.3% | $5,124-96.7% |