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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 | $97,254 | $97,125+0.1% | $86,233+12.8% | $137,256-29.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 14.89% | 74.19%-59.3pp | 61.39%-46.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $9,283 | $2,841+226.7% | $2,504+270.7% | $4,156+123.4% |
| Participant deferral / active EE | $5,177 | $5,180-0.1% | $4,559+13.6% | $6,407-19.2% |
| Admin fee / account holder | $7 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |