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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 | $117,859+22.5% | $102,438+40.9% | $145,959-1.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.12% | 31.72%-14.6pp | 29.37%-12.3pp | 561.95%-544.8pp |
| Employer contribution / active EE | $7,152 | $3,615+97.8% | $3,024+136.5% | $4,661+53.4% |
| Participant deferral / active EE | $22,255 | $5,732+288.2% | $5,054+340.4% | $6,689+232.7% |
| Admin fee / account holder | $20 | $13,318-99.8% | $9,448-99.8% | $13,398-99.9% |