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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 | $101,035 | $83,337+21.2% | $67,834+48.9% | $273,972-63.1% |
| Participation rate | 76.9% | 76.4%+0.5pp | 68.8%+8.1pp | 83.0%-6.1pp |
| Annual return | 7.74% | 259.45%-251.7pp | 138.47%-130.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $6,800 | $3,287+106.9% | $2,403+182.9% | $4,869+39.7% |
| Participant deferral / active EE | $7,227 | $4,088+76.8% | $3,160+128.7% | $5,287+36.7% |
| Admin fee / account holder | $1 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |