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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 | $113,774 | $124,351-8.5% | $109,188+4.2% | $167,553-32.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.97% | 26.04%-7.1pp | 25.76%-6.8pp | 478.89%-459.9pp |
| Employer contribution / active EE | $6,124 | $4,210+45.5% | $3,723+64.5% | $4,840+26.5% |
| Participant deferral / active EE | $14,213 | $5,257+170.4% | $4,654+205.4% | $6,343+124.1% |
| Admin fee / account holder | $53 | $7,975-99.3% | $6,755-99.2% | $12,316-99.6% |