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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 | $144,374 | $117,829+22.5% | $102,423+41.0% | $145,877-1.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.12% | 31.83%-14.7pp | 29.42%-12.3pp | 551.28%-534.2pp |
| Employer contribution / active EE | $7,152 | $3,615+97.9% | $3,023+136.6% | $4,663+53.4% |
| Participant deferral / active EE | $22,255 | $5,732+288.2% | $5,054+340.3% | $6,691+232.6% |
| Admin fee / account holder | $20 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |