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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 | $182,147 | $211,224-13.8% | $178,505+2.0% | $145,897+24.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.52% | 30.28%-14.8pp | 27.16%-11.6pp | 552.29%-536.8pp |
| Employer contribution / active EE | $10,370 | $4,577+126.6% | $3,955+162.2% | $4,663+122.4% |
| Participant deferral / active EE | $6,677 | $6,966-4.2% | $6,280+6.3% | $6,689-0.2% |
| Admin fee / account holder | $17 | $12,109-99.9% | $10,428-99.8% | $13,390-99.9% |