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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 | $114,371 | $98,240+16.4% | $82,312+38.9% | $147,586-22.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.14% | 30.85%-17.7pp | 25.88%-12.7pp | 578.59%-565.4pp |
| Employer contribution / active EE | $8,058 | $3,192+152.5% | $2,428+231.8% | $4,876+65.2% |
| Participant deferral / active EE | $2,068 | $4,383-52.8% | $3,706-44.2% | $5,439-62.0% |
| Admin fee / account holder | $136 | $8,563-98.4% | $5,608-97.6% | $10,886-98.8% |