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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 | $126,970 | $101,063+25.6% | $81,473+55.8% | $147,586-14.0% |
| Participation rate | 81.8% | 74.5%+7.4pp | 68.0%+13.9pp | 82.8%-1.0pp |
| Annual return | 16.47% | 32.41%-15.9pp | 38.78%-22.3pp | 578.59%-562.1pp |
| Employer contribution / active EE | $1,482 | $3,206-53.8% | $2,568-42.3% | $4,876-69.6% |
| Participant deferral / active EE | $6,123 | $4,242+44.3% | $3,537+73.1% | $5,439+12.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |