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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 | $114,401 | $112,729+1.5% | $98,716+15.9% | $137,256-16.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.79% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $5,011 | $2,725+83.9% | $2,279+119.9% | $4,156+20.6% |
| Participant deferral / active EE | $21,843 | $4,640+370.7% | $4,048+439.6% | $6,407+240.9% |
| Admin fee / account holder | $84 | $10,129-99.2% | $8,703-99.0% | $12,270-99.3% |