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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 | $137,880 | $110,379+24.9% | $102,412+34.6% | $145,884-5.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.97% | 24.84%-12.9pp | 24.94%-13.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $4,569 | $4,216+8.4% | $3,870+18.1% | $4,662-2.0% |
| Participant deferral / active EE | $9,801 | $5,622+74.3% | $5,060+93.7% | $6,690+46.5% |
| Admin fee / account holder | $41 | $9,745-99.6% | $8,388-99.5% | $13,392-99.7% |