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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 | $114,859 | $110,379+4.1% | $102,412+12.2% | $145,884-21.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.98% | 24.84%-9.9pp | 24.94%-10.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $2,989 | $4,216-29.1% | $3,870-22.8% | $4,662-35.9% |
| Participant deferral / active EE | $8,439 | $5,622+50.1% | $5,060+66.8% | $6,690+26.2% |
| Admin fee / account holder | $14 | $9,745-99.9% | $8,388-99.8% | $13,392-99.9% |