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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 | $162,781-2.6% | $133,956+18.3% | $158,931-0.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.59% | 41.94%-32.4pp | 45.09%-35.5pp | 302.86%-293.3pp |
| Employer contribution / active EE | $2,566 | $4,975-48.4% | $3,919-34.5% | $4,761-46.1% |
| Participant deferral / active EE | $11,825 | $5,911+100.1% | $5,048+134.3% | $5,982+97.7% |
| Admin fee / account holder | $21 | $11,736-99.8% | $8,927-99.8% | $11,247-99.8% |