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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 | $129,810 | $111,301+16.6% | $112,977+14.9% | $158,950-18.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 12.74% | 26.40%-13.7pp | 24.24%-11.5pp | 302.91%-290.2pp |
| Employer contribution / active EE | $16,068 | $4,471+259.4% | $4,255+277.7% | $4,762+237.4% |
| Participant deferral / active EE | $15,868 | $5,880+169.9% | $5,836+171.9% | $5,983+165.2% |
| Admin fee / account holder | $106 | $8,392-98.7% | $6,294-98.3% | $11,248-99.1% |