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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 | $159,528 | $124,351+28.3% | $109,188+46.1% | $167,553-4.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.33% | 26.04%-9.7pp | 25.76%-9.4pp | 478.89%-462.6pp |
| Employer contribution / active EE | $2,057 | $4,210-51.1% | $3,723-44.7% | $4,840-57.5% |
| Participant deferral / active EE | $3,833 | $5,257-27.1% | $4,654-17.6% | $6,343-39.6% |
| Admin fee / account holder | $240 | $7,975-97.0% | $6,755-96.4% | $12,316-98.1% |