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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 | $122,922 | $110,410+11.3% | $102,437+20.0% | $145,897-15.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.92% | 24.85%-13.9pp | 24.95%-14.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,716 | $4,217-59.3% | $3,871-55.7% | $4,663-63.2% |
| Participant deferral / active EE | $6,933 | $5,622+23.3% | $5,060+37.0% | $6,689+3.6% |
| Admin fee / account holder | $228 | $9,745-97.7% | $8,388-97.3% | $13,390-98.3% |