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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 | $131,069 | $106,267+23.3% | $96,520+35.8% | $139,456-6.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.96% | 38.45%-21.5pp | 35.72%-18.8pp | 373.45%-356.5pp |
| Employer contribution / active EE | $1,459 | $4,105-64.5% | $3,739-61.0% | $4,753-69.3% |
| Participant deferral / active EE | $16,745 | $5,454+207.0% | $4,879+243.2% | $6,711+149.5% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |