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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 | $118,959 | $84,236+41.2% | $170,435-30.2% | $70,126+69.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.31% | 23.06%-5.8pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $3,492 | $3,387+3.1% | $5,432-35.7% | $2,343+49.1% |
| Participant deferral / active EE | $6,152 | $3,086+99.4% | $4,939+24.6% | $3,332+84.7% |
| Admin fee / account holder | $159 | $5,698-97.2% | $13,881-98.9% | $4,645-96.6% |