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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 | $113,867 | $101,063+12.7% | $81,473+39.8% | $147,586-22.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.50% | 32.41%-16.9pp | 38.78%-23.3pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,239 | $3,206-61.3% | $2,568-51.7% | $4,876-74.6% |
| Participant deferral / active EE | $3,863 | $4,242-8.9% | $3,537+9.2% | $5,439-29.0% |
| Admin fee / account holder | $47 | $5,812-99.2% | $4,561-99.0% | $10,886-99.6% |