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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 | $186,605 | $211,224-11.7% | $178,505+4.5% | $145,897+27.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.47% | 30.28%-21.8pp | 27.16%-18.7pp | 552.29%-543.8pp |
| Employer contribution / active EE | $2,079 | $4,577-54.6% | $3,955-47.4% | $4,663-55.4% |
| Participant deferral / active EE | $11,868 | $6,966+70.4% | $6,280+89.0% | $6,689+77.4% |
| Admin fee / account holder | $60 | $12,109-99.5% | $10,428-99.4% | $13,390-99.6% |