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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 | $132,438 | $106,280+24.6% | $96,538+37.2% | $139,487-5.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.68% | 38.48%-22.8pp | 35.74%-20.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $1,805 | $4,107-56.1% | $3,740-51.7% | $4,755-62.0% |
| Participant deferral / active EE | $6,243 | $5,457+14.4% | $4,880+27.9% | $6,713-7.0% |
| Admin fee / account holder | $240 | $7,888-97.0% | $6,737-96.4% | $11,407-97.9% |