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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 | $141,523 | $98,776+43.3% | $149,745-5.5% | $79,856+77.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.60% | 27.38%-9.8pp | 276.72%-259.1pp | 31.71%-14.1pp |
| Employer contribution / active EE | $6,981 | $3,217+117.0% | $4,646+50.3% | $2,471+182.5% |
| Participant deferral / active EE | $5,759 | $5,681+1.4% | $6,843-15.8% | $3,741+54.0% |
| Admin fee / account holder | $182 | $6,053-97.0% | $9,312-98.0% | $5,306-96.6% |