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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 | $131,708 | $124,351+5.9% | $109,188+20.6% | $167,553-21.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.60% | 26.04%-12.4pp | 25.76%-12.2pp | 478.89%-465.3pp |
| Employer contribution / active EE | $1,907 | $4,210-54.7% | $3,723-48.8% | $4,840-60.6% |
| Participant deferral / active EE | $7,977 | $5,257+51.8% | $4,654+71.4% | $6,343+25.8% |
| Admin fee / account holder | $66 | $7,975-99.2% | $6,755-99.0% | $12,316-99.5% |