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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 | $106,618 | $102,422+4.1% | $147,117-27.5% | $80,959+31.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 26.88% | 135.16%-108.3pp | 420.54%-393.7pp | 35.67%-8.8pp |
| Employer contribution / active EE | $3,974 | $3,717+6.9% | $4,932-19.4% | $2,757+44.1% |
| Participant deferral / active EE | $14,091 | $6,652+111.8% | $8,065+74.7% | $4,300+227.7% |
| Admin fee / account holder | $154 | $7,953-98.1% | $12,993-98.8% | $6,925-97.8% |