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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 | $139,591 | $113,338+23.2% | $94,993+46.9% | $147,586-5.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.41% | 20.80%-9.4pp | 27.14%-15.7pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,362 | $3,160-56.9% | $2,603-47.7% | $4,876-72.1% |
| Participant deferral / active EE | $16,046 | $3,777+324.8% | $3,317+383.7% | $5,439+195.0% |
| Admin fee / account holder | -$445 | $6,063-107.3% | $4,960-109.0% | $10,886-104.1% |