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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 | $128,339 | $117,895+8.9% | $102,460+25.3% | $145,897-12.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.64% | 31.92%-20.3pp | 29.47%-17.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,553 | $3,619-29.5% | $3,025-15.6% | $4,663-45.3% |
| Participant deferral / active EE | $9,211 | $5,736+60.6% | $5,056+82.2% | $6,689+37.7% |
| Admin fee / account holder | $38 | $13,353-99.7% | $9,460-99.6% | $13,390-99.7% |