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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 | $101,139 | $118,496-14.6% | $98,461+2.7% | $139,466-27.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.41% | 18.96%-0.6pp | 21.17%-2.8pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,695 | $3,611-25.4% | $3,049-11.6% | $4,754-43.3% |
| Participant deferral / active EE | $7,829 | $5,393+45.2% | $4,738+65.2% | $6,712+16.6% |
| Admin fee / account holder | $42 | $14,056-99.7% | $8,961-99.5% | $11,409-99.6% |