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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 | $158,275 | $232,540-31.9% | $185,117-14.5% | $147,586+7.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.91% | 43.03%-26.1pp | 40.50%-23.6pp | 578.59%-561.7pp |
| Employer contribution / active EE | $3,865 | $5,195-25.6% | $4,182-7.6% | $4,876-20.7% |
| Participant deferral / active EE | $8,245 | $5,834+41.3% | $5,045+63.4% | $5,439+51.6% |
| Admin fee / account holder | $26 | $10,275-99.8% | $8,159-99.7% | $10,886-99.8% |