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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 | $142,154 | $124,980+13.7% | $108,359+31.2% | $154,746-8.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.97% | 45.00%-29.0pp | 36.89%-20.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $9,291 | $2,851+225.9% | $2,399+287.2% | $4,379+112.2% |
| Participant deferral / active EE | $16,492 | $4,743+247.7% | $4,137+298.6% | $6,730+145.0% |
| Admin fee / account holder | $20 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |