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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 | $147,736 | $106,905+38.2% | $84,020+75.8% | $152,885-3.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.63% | 105.00%-83.4pp | 71.31%-49.7pp | 345.39%-323.8pp |
| Employer contribution / active EE | $2,670 | $2,735-2.4% | $1,984+34.6% | $4,763-43.9% |
| Participant deferral / active EE | $11,762 | $4,012+193.2% | $3,239+263.1% | $5,851+101.0% |
| Admin fee / account holder | $137 | $8,287-98.4% | $6,101-97.8% | $11,598-98.8% |