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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 | $140,600 | $102,638+37.0% | $81,982+71.5% | $158,982-11.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 14.75% | 61.05%-46.3pp | 41.31%-26.6pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,203 | $3,241-62.9% | $2,498-51.9% | $4,763-74.7% |
| Participant deferral / active EE | $14,625 | $4,649+214.6% | $3,722+292.9% | $5,983+144.4% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |