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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 | $134,922 | $98,240+37.3% | $82,312+63.9% | $147,586-8.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.23% | 30.85%-14.6pp | 25.88%-9.6pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,495 | $3,192-21.8% | $2,428+2.7% | $4,876-48.8% |
| Participant deferral / active EE | $3,408 | $4,383-22.2% | $3,706-8.0% | $5,439-37.3% |
| Admin fee / account holder | $12 | $8,563-99.9% | $5,608-99.8% | $10,886-99.9% |