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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 | $102,727 | $103,393-0.6% | $87,103+17.9% | $152,909-32.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.44% | 28.10%-6.7pp | 28.19%-6.8pp | 345.46%-324.0pp |
| Employer contribution / active EE | $3,218 | $3,221-0.1% | $2,521+27.6% | $4,764-32.4% |
| Participant deferral / active EE | $11,459 | $4,778+139.8% | $4,049+183.0% | $5,851+95.8% |
| Admin fee / account holder | $42 | $12,195-99.7% | $7,491-99.4% | $11,601-99.6% |