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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 | $130,575 | $98,240+32.9% | $82,313+58.6% | $147,585-11.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.93% | 30.85%-11.9pp | 25.88%-6.9pp | 578.58%-559.7pp |
| Employer contribution / active EE | $3,610 | $3,192+13.1% | $2,428+48.7% | $4,876-26.0% |
| Participant deferral / active EE | $14,334 | $4,383+227.0% | $3,706+286.8% | $5,439+163.6% |
| Admin fee / account holder | -$53 | $8,563-100.6% | $5,608-100.9% | $10,886-100.5% |