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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 | $101,223 | $103,393-2.1% | $87,103+16.2% | $152,909-33.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 24.53% | 28.10%-3.6pp | 28.19%-3.7pp | 345.46%-320.9pp |
| Employer contribution / active EE | $3,468 | $3,221+7.7% | $2,521+37.5% | $4,764-27.2% |
| Participant deferral / active EE | $12,469 | $4,778+161.0% | $4,049+208.0% | $5,851+113.1% |
| Admin fee / account holder | $211 | $12,195-98.3% | $7,491-97.2% | $11,601-98.2% |