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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 | $105,062 | $103,393+1.6% | $87,103+20.6% | $152,909-31.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.73% | 28.10%-5.4pp | 28.19%-5.5pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,125 | $3,221-34.0% | $2,521-15.7% | $4,764-55.4% |
| Participant deferral / active EE | $7,357 | $4,778+54.0% | $4,049+81.7% | $5,851+25.7% |
| Admin fee / account holder | $286 | $12,195-97.7% | $7,491-96.2% | $11,601-97.5% |