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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 | $121,498 | $211,239-42.5% | $178,528-31.9% | $145,877-16.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.44% | 30.22%-6.8pp | 27.11%-3.7pp | 551.28%-527.8pp |
| Employer contribution / active EE | $5,347 | $4,570+17.0% | $3,950+35.4% | $4,663+14.7% |
| Participant deferral / active EE | $13,618 | $6,963+95.6% | $6,278+116.9% | $6,691+103.5% |
| Admin fee / account holder | $31 | $12,095-99.7% | $10,419-99.7% | $13,402-99.8% |