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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 | $121,407 | $106,247+14.3% | $96,515+25.8% | $139,466-12.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.43% | 38.47%-22.0pp | 35.73%-19.3pp | 373.66%-357.2pp |
| Employer contribution / active EE | $4,730 | $4,106+15.2% | $3,740+26.5% | $4,754-0.5% |
| Participant deferral / active EE | $9,667 | $5,456+77.2% | $4,880+98.1% | $6,712+44.0% |
| Admin fee / account holder | $234 | $7,885-97.0% | $6,735-96.5% | $11,409-97.9% |