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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 | $76,524 | $69,274+10.5% | $64,097+19.4% | $139,487-45.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.45% | 46.00%-23.5pp | 33.75%-11.3pp | 373.84%-351.4pp |
| Employer contribution / active EE | $5,187 | $3,187+62.7% | $2,750+88.6% | $4,755+9.1% |
| Participant deferral / active EE | $15,607 | $4,685+233.1% | $3,881+302.1% | $6,713+132.5% |
| Admin fee / account holder | $274 | $4,247-93.5% | $3,070-91.1% | $11,407-97.6% |