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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 | $138,566 | $103,008+34.5% | $90,304+53.4% | $152,897-9.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.95% | 95.22%-72.3pp | 78.13%-55.2pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,988 | $3,139-36.7% | $2,855-30.4% | $4,764-58.3% |
| Participant deferral / active EE | $2,368 | $4,281-44.7% | $3,885-39.1% | $5,851-59.5% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |