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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 | $164,350 | $104,251+57.6% | $91,004+80.6% | $147,586+11.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.72% | 27.06%-14.3pp | 4.60%+8.1pp | 578.59%-565.9pp |
| Employer contribution / active EE | $4,191 | $3,116+34.5% | $2,456+70.7% | $4,876-14.1% |
| Participant deferral / active EE | $6,032 | $4,195+43.8% | $3,548+70.0% | $5,439+10.9% |
| Admin fee / account holder | $30 | $8,948-99.7% | $5,417-99.4% | $10,886-99.7% |