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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 | $145,252 | $104,251+39.3% | $91,004+59.6% | $147,586-1.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.35% | 27.06%-16.7pp | 4.60%+5.7pp | 578.59%-568.2pp |
| Employer contribution / active EE | $1,251 | $3,116-59.8% | $2,456-49.0% | $4,876-74.3% |
| Participant deferral / active EE | $3,051 | $4,195-27.3% | $3,548-14.0% | $5,439-43.9% |
| Admin fee / account holder | $14 | $8,948-99.8% | $5,417-99.7% | $10,886-99.9% |