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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 | $153,008 | $110,410+38.6% | $102,437+49.4% | $145,897+4.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.56% | 24.85%-11.3pp | 24.95%-11.4pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,563 | $4,217-39.2% | $3,871-33.8% | $4,663-45.0% |
| Participant deferral / active EE | $7,922 | $5,622+40.9% | $5,060+56.6% | $6,689+18.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |