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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 | $183,285 | $228,395-19.8% | $185,861-1.4% | $158,982+15.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.97% | 40.82%-21.8pp | 35.96%-17.0pp | 302.99%-284.0pp |
| Employer contribution / active EE | $4,781 | $4,968-3.8% | $4,088+16.9% | $4,763+0.4% |
| Participant deferral / active EE | $16,092 | $6,417+150.8% | $5,634+185.6% | $5,983+168.9% |
| Admin fee / account holder | $43 | $11,869-99.6% | $9,503-99.6% | $11,252-99.6% |