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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 | $91,072 | $98,240-7.3% | $82,312+10.6% | $147,586-38.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.31% | 30.85%-14.5pp | 25.88%-9.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $5,555 | $3,192+74.0% | $2,428+128.7% | $4,876+13.9% |
| Participant deferral / active EE | $5,847 | $4,383+33.4% | $3,706+57.8% | $5,439+7.5% |
| Admin fee / account holder | $29 | $8,563-99.7% | $5,608-99.5% | $10,886-99.7% |