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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 | $147,715 | $71,809+105.7% | $61,048+142.0% | $152,909-3.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.5%+17.5pp |
| Annual return | 13.44% | 29.74%-16.3pp | 26.18%-12.7pp | 345.46%-332.0pp |
| Employer contribution / active EE | $15,167 | $4,545+233.7% | $3,716+308.1% | $4,764+218.4% |
| Participant deferral / active EE | $5,895 | $5,467+7.8% | $4,470+31.9% | $5,851+0.7% |
| Admin fee / account holder | $42 | $4,750-99.1% | $3,728-98.9% | $11,601-99.6% |