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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 | $134,980 | $85,024+58.8% | $70,544+91.3% | $139,466-3.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 17.27% | 30.39%-13.1pp | 32.79%-15.5pp | 373.66%-356.4pp |
| Employer contribution / active EE | $15,200 | $3,912+288.5% | $2,976+410.8% | $4,754+219.7% |
| Participant deferral / active EE | $1,248 | $5,891-78.8% | $4,568-72.7% | $6,712-81.4% |
| Admin fee / account holder | $63 | $8,928-99.3% | $6,427-99.0% | $11,409-99.4% |