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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 | $125,945 | $124,980+0.8% | $108,359+16.2% | $154,746-18.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.66% | 45.00%-23.3pp | 36.89%-15.2pp | 172.34%-150.7pp |
| Employer contribution / active EE | $5,634 | $2,851+97.6% | $2,399+134.8% | $4,379+28.7% |
| Participant deferral / active EE | $17,158 | $4,743+261.8% | $4,137+314.7% | $6,730+154.9% |
| Admin fee / account holder | $208 | $11,502-98.2% | $9,741-97.9% | $14,365-98.6% |