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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 | $143,121 | $106,280+34.7% | $96,538+48.3% | $139,487+2.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.96% | 38.48%-23.5pp | 35.74%-20.8pp | 373.84%-358.9pp |
| Employer contribution / active EE | $2,625 | $4,107-36.1% | $3,740-29.8% | $4,755-44.8% |
| Participant deferral / active EE | $12,188 | $5,457+123.3% | $4,880+149.7% | $6,713+81.6% |
| Admin fee / account holder | $261 | $7,888-96.7% | $6,737-96.1% | $11,407-97.7% |