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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 | $113,257 | $106,280+6.6% | $96,538+17.3% | $139,487-18.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.77% | 38.48%-20.7pp | 35.74%-18.0pp | 373.84%-356.1pp |
| Employer contribution / active EE | $1,339 | $4,107-67.4% | $3,740-64.2% | $4,755-71.8% |
| Participant deferral / active EE | $3,642 | $5,457-33.3% | $4,880-25.4% | $6,713-45.7% |
| Admin fee / account holder | -$51 | $7,888-100.6% | $6,737-100.8% | $11,407-100.4% |