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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 | $151,545 | $117,846+28.6% | $102,434+47.9% | $145,884+3.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 31.90%-20.7pp | 29.46%-18.2pp | 551.85%-540.6pp |
| Employer contribution / active EE | $3,878 | $3,615+7.3% | $3,023+28.3% | $4,662-16.8% |
| Participant deferral / active EE | $10,125 | $5,733+76.6% | $5,055+100.3% | $6,690+51.4% |
| Admin fee / account holder | $254 | $13,356-98.1% | $9,462-97.3% | $13,392-98.1% |