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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 | $115,355 | $103,393+11.6% | $87,103+32.4% | $152,909-24.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.15% | 28.10%-8.0pp | 28.19%-8.0pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,302 | $3,221-59.6% | $2,521-48.4% | $4,764-72.7% |
| Participant deferral / active EE | $5,525 | $4,778+15.6% | $4,049+36.5% | $5,851-5.6% |
| Admin fee / account holder | $139 | $12,195-98.9% | $7,491-98.1% | $11,601-98.8% |