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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 | $117,904+8.8% | $102,457+25.3% | $145,978-12.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.64% | 31.80%-20.2pp | 29.41%-17.8pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,553 | $3,613-29.4% | $3,022-15.5% | $4,662-45.2% |
| Participant deferral / active EE | $9,211 | $5,733+60.7% | $5,054+82.2% | $6,690+37.7% |
| Admin fee / account holder | $38 | $13,329-99.7% | $9,451-99.6% | $13,400-99.7% |