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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 | $103,324 | $91,167+13.3% | $178,498-42.1% | $79,858+29.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.09% | 24.19%-13.1pp | 151.09%-140.0pp | 31.72%-20.6pp |
| Employer contribution / active EE | $5,334 | $3,255+63.9% | $5,011+6.4% | $2,471+115.9% |
| Participant deferral / active EE | $2,416 | $3,236-25.3% | $5,202-53.6% | $3,740-35.4% |
| Admin fee / account holder | $179 | $6,747-97.3% | $13,985-98.7% | $5,306-96.6% |