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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 | $158,490 | $162,821-2.7% | $133,978+18.3% | $158,982-0.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.59% | 41.95%-32.4pp | 45.10%-35.5pp | 302.99%-293.4pp |
| Employer contribution / active EE | $2,566 | $4,976-48.4% | $3,919-34.5% | $4,763-46.1% |
| Participant deferral / active EE | $11,825 | $5,910+100.1% | $5,047+134.3% | $5,983+97.6% |
| Admin fee / account holder | $21 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |