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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 | $106,590 | $105,960+0.6% | $81,726+30.4% | $158,982-33.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 32.61% | 38.19%-5.6pp | 29.49%+3.1pp | 302.99%-270.4pp |
| Employer contribution / active EE | $2,700 | $7,805-65.4% | $4,311-37.4% | $4,763-43.3% |
| Participant deferral / active EE | $9,425 | $13,011-27.6% | $7,108+32.6% | $5,983+57.5% |
| Admin fee / account holder | $38 | $8,494-99.6% | $5,160-99.3% | $11,252-99.7% |