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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 | $134,158 | $110,337+21.6% | $102,383+31.0% | $145,877-8.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.01% | 24.83%-10.8pp | 24.94%-10.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $3,292 | $4,216-21.9% | $3,870-14.9% | $4,663-29.4% |
| Participant deferral / active EE | $12,168 | $5,621+116.5% | $5,060+140.5% | $6,691+81.9% |
| Admin fee / account holder | $75 | $9,750-99.2% | $8,391-99.1% | $13,402-99.4% |