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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 | $163,256 | $124,330+31.3% | $109,173+49.5% | $167,536-2.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.19% | 26.04%-6.9pp | 25.75%-6.6pp | 478.82%-459.6pp |
| Employer contribution / active EE | $1,014 | $4,209-75.9% | $3,723-72.8% | $4,839-79.1% |
| Participant deferral / active EE | $10,764 | $5,256+104.8% | $4,654+131.3% | $6,342+69.7% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |