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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 | $131,545 | $124,330+5.8% | $109,173+20.5% | $167,536-21.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.50% | 26.04%-5.5pp | 25.75%-5.3pp | 478.82%-458.3pp |
| Employer contribution / active EE | $18,110 | $4,209+330.3% | $3,723+386.5% | $4,839+274.2% |
| Participant deferral / active EE | $12,660 | $5,256+140.8% | $4,654+172.0% | $6,342+99.6% |
| Admin fee / account holder | $5 | $7,974-99.9% | $6,755-99.9% | $12,315-100.0% |