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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 | $118,901 | $98,240+21.0% | $82,312+44.5% | $147,586-19.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.29% | 30.85%-12.6pp | 25.88%-7.6pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,690 | $3,192-47.0% | $2,428-30.4% | $4,876-65.3% |
| Participant deferral / active EE | $9,231 | $4,383+110.6% | $3,706+149.1% | $5,439+69.7% |
| Admin fee / account holder | $118 | $8,563-98.6% | $5,608-97.9% | $10,886-98.9% |