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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 | $211,318 | $228,352-7.5% | $185,835+13.7% | $158,966+32.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.74% | 40.81%-24.1pp | 35.96%-19.2pp | 302.95%-286.2pp |
| Employer contribution / active EE | $1,023 | $4,967-79.4% | $4,087-75.0% | $4,762-78.5% |
| Participant deferral / active EE | $18,913 | $6,416+194.8% | $5,633+235.7% | $5,983+216.1% |
| Admin fee / account holder | $53 | $11,867-99.6% | $9,502-99.4% | $11,250-99.5% |