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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 | $139,043 | $98,776+40.8% | $149,745-7.1% | $79,856+74.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.08% | 27.38%-11.3pp | 276.72%-260.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $3,278 | $3,217+1.9% | $4,646-29.4% | $2,471+32.6% |
| Participant deferral / active EE | $8,112 | $5,681+42.8% | $6,843+18.5% | $3,741+116.9% |
| Admin fee / account holder | $22 | $6,053-99.6% | $9,312-99.8% | $5,306-99.6% |