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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 | $153,991 | $106,280+44.9% | $96,538+59.5% | $139,487+10.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.00% | 38.48%-27.5pp | 35.74%-24.7pp | 373.84%-362.8pp |
| Employer contribution / active EE | $2,765 | $4,107-32.7% | $3,740-26.1% | $4,755-41.8% |
| Participant deferral / active EE | $8,398 | $5,457+53.9% | $4,880+72.1% | $6,713+25.1% |
| Admin fee / account holder | $18 | $7,888-99.8% | $6,737-99.7% | $11,407-99.8% |