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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 | $158,382 | $201,370-21.3% | $184,256-14.0% | $145,897+8.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.52% | 29.05%-16.5pp | 28.85%-16.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $6,371 | $7,024-9.3% | $6,427-0.9% | $4,663+36.6% |
| Participant deferral / active EE | $10,467 | $9,808+6.7% | $9,133+14.6% | $6,689+56.5% |
| Admin fee / account holder | $157 | $16,364-99.0% | $13,899-98.9% | $13,390-98.8% |