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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 | $125,316 | $110,379+13.5% | $102,412+22.4% | $145,884-14.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.80% | 24.84%-9.0pp | 24.94%-9.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $2,451 | $4,216-41.9% | $3,870-36.7% | $4,662-47.4% |
| Participant deferral / active EE | $10,801 | $5,622+92.1% | $5,060+113.4% | $6,690+61.5% |
| Admin fee / account holder | $60 | $9,745-99.4% | $8,388-99.3% | $13,392-99.6% |