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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 | $142,981 | $116,190+23.1% | $93,614+52.7% | $152,885-6.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 22.26% | 35.96%-13.7pp | 32.76%-10.5pp | 345.39%-323.1pp |
| Employer contribution / active EE | $6,751 | $3,219+109.8% | $2,718+148.4% | $4,763+41.7% |
| Participant deferral / active EE | $5,001 | $4,604+8.6% | $4,069+22.9% | $5,851-14.5% |
| Admin fee / account holder | $1 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |