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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 | $108,506 | $108,212+0.3% | $77,513+40.0% | $158,966-31.7% |
| Participation rate | 92.9% | 64.4%+28.4pp | 54.2%+38.7pp | 82.0%+10.9pp |
| Annual return | 12.96% | 31.67%-18.7pp | 54.81%-41.8pp | 302.95%-290.0pp |
| Employer contribution / active EE | $7,545 | $1,325+469.5% | $987+664.8% | $4,762+58.4% |
| Participant deferral / active EE | $9,156 | $2,455+272.9% | $1,861+392.0% | $5,983+53.0% |
| Admin fee / account holder | $169 | $3,709-95.5% | $2,859-94.1% | $11,250-98.5% |