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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 | $178,562 | $103,393+72.7% | $87,103+105.0% | $152,909+16.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.61% | 28.10%-12.5pp | 28.19%-12.6pp | 345.46%-329.9pp |
| Employer contribution / active EE | $1,480 | $3,221-54.1% | $2,521-41.3% | $4,764-68.9% |
| Participant deferral / active EE | $4,198 | $4,778-12.2% | $4,049+3.7% | $5,851-28.3% |
| Admin fee / account holder | $8 | $12,195-99.9% | $7,491-99.9% | $11,601-99.9% |