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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 | $127,365 | $192,737-33.9% | $142,460-10.6% | $139,456-8.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 9.82% | 17.99%-8.2pp | 19.99%-10.2pp | 373.45%-363.6pp |
| Employer contribution / active EE | $23,028 | $5,806+296.6% | $4,847+375.1% | $4,753+384.5% |
| Participant deferral / active EE | $23,570 | $7,208+227.0% | $6,283+275.1% | $6,711+251.2% |
| Admin fee / account holder | $46 | $15,125-99.7% | $10,011-99.5% | $11,407-99.6% |