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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 | $134,949 | $93,589+44.2% | $135,942-0.7% | $75,181+79.5% |
| Participation rate | 97.1% | 75.2%+22.0pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 18.17% | 30.90%-12.7pp | 68.28%-50.1pp | 160.69%-142.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,467 | $6,405+79.0% | $7,759+47.8% | $4,126+177.9% |
| Admin fee / account holder | $257 | $6,977-96.3% | $10,764-97.6% | $5,650-95.5% |