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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 | $162,576 | $232,540-30.1% | $185,117-12.2% | $147,586+10.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.94% | 43.03%-20.1pp | 40.50%-17.6pp | 578.59%-555.7pp |
| Employer contribution / active EE | $3,853 | $5,195-25.8% | $4,182-7.9% | $4,876-21.0% |
| Participant deferral / active EE | $7,750 | $5,834+32.8% | $5,045+53.6% | $5,439+42.5% |
| Admin fee / account holder | $62 | $10,275-99.4% | $8,159-99.2% | $10,886-99.4% |