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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 | $151,188 | $115,917+30.4% | $100,535+50.4% | $158,982-4.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.56% | 34.80%-18.2pp | 30.90%-14.3pp | 302.99%-286.4pp |
| Employer contribution / active EE | $5,396 | $4,105+31.4% | $3,419+57.8% | $4,763+13.3% |
| Participant deferral / active EE | $9,214 | $6,677+38.0% | $6,271+46.9% | $5,983+54.0% |
| Admin fee / account holder | $227 | $11,002-97.9% | $8,085-97.2% | $11,252-98.0% |