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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 | $141,071 | $127,298+10.8% | $109,916+28.3% | $167,553-15.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 17.92% | 22.97%-5.0pp | 29.46%-11.5pp | 478.89%-461.0pp |
| Employer contribution / active EE | $2,673 | $3,325-19.6% | $2,844-6.0% | $4,840-44.8% |
| Participant deferral / active EE | $17,945 | $4,513+297.6% | $4,047+343.4% | $6,343+182.9% |
| Admin fee / account holder | $20 | $7,119-99.7% | $6,069-99.7% | $12,316-99.8% |