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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 | $106,576 | $103,000+3.5% | $90,300+18.0% | $152,885-30.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.29% | 95.19%-74.9pp | 78.11%-57.8pp | 345.39%-325.1pp |
| Employer contribution / active EE | $4,588 | $3,138+46.2% | $2,854+60.7% | $4,763-3.7% |
| Participant deferral / active EE | $6,766 | $4,281+58.1% | $3,884+74.2% | $5,851+15.6% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |