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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 | $162,171 | $112,729+43.9% | $98,716+64.3% | $137,256+18.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.66% | 38.48%-16.8pp | 31.81%-10.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $981 | $2,725-64.0% | $2,279-56.9% | $4,156-76.4% |
| Participant deferral / active EE | $4,335 | $4,640-6.6% | $4,048+7.1% | $6,407-32.3% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |