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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 | $144,798 | $113,338+27.8% | $94,993+52.4% | $147,586-1.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.08% | 20.80%-4.7pp | 27.14%-11.1pp | 578.59%-562.5pp |
| Employer contribution / active EE | $10,950 | $3,160+246.5% | $2,603+320.6% | $4,876+124.6% |
| Participant deferral / active EE | $8,302 | $3,777+119.8% | $3,317+150.3% | $5,439+52.7% |
| Admin fee / account holder | $46 | $6,063-99.2% | $4,960-99.1% | $10,886-99.6% |