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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 | $143,683 | $107,809+33.3% | $97,032+48.1% | $155,188-7.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.37% | 38.06%-19.7pp | 35.38%-17.0pp | 148.84%-130.5pp |
| Employer contribution / active EE | $8,795 | $2,911+202.1% | $2,629+234.6% | $4,248+107.1% |
| Participant deferral / active EE | $6,988 | $5,129+36.2% | $4,672+49.6% | $6,531+7.0% |
| Admin fee / account holder | $19 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |