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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 | $122,227 | $110,248+10.9% | $95,728+27.7% | $139,456-12.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.14% | 27.16%-4.0pp | 28.40%-5.3pp | 373.45%-350.3pp |
| Employer contribution / active EE | $1,071 | $3,258-67.1% | $2,835-62.2% | $4,753-77.5% |
| Participant deferral / active EE | $18,902 | $4,675+304.3% | $4,245+345.3% | $6,711+181.6% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |