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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 | $137,021 | $127,790+7.2% | $106,555+28.6% | $167,536-18.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.58% | 33.88%-18.3pp | 26.80%-11.2pp | 478.82%-463.2pp |
| Employer contribution / active EE | $3,091 | $3,428-9.8% | $2,819+9.6% | $4,839-36.1% |
| Participant deferral / active EE | $7,699 | $5,088+51.3% | $4,399+75.0% | $6,342+21.4% |
| Admin fee / account holder | $60 | $11,229-99.5% | $7,408-99.2% | $12,315-99.5% |