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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 | $184,953 | $211,239-12.4% | $178,528+3.6% | $145,877+26.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.78% | 30.22%-15.4pp | 27.11%-12.3pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,135 | $4,570-53.3% | $3,950-46.0% | $4,663-54.2% |
| Participant deferral / active EE | $2,135 | $6,963-69.3% | $6,278-66.0% | $6,691-68.1% |
| Admin fee / account holder | $25 | $12,095-99.8% | $10,419-99.8% | $13,402-99.8% |