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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 | $130,992 | $106,247+23.3% | $96,515+35.7% | $139,466-6.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.62% | 38.47%-18.8pp | 35.73%-16.1pp | 373.66%-354.0pp |
| Employer contribution / active EE | $11,798 | $4,106+187.3% | $3,740+215.5% | $4,754+148.2% |
| Participant deferral / active EE | $3,729 | $5,456-31.6% | $4,880-23.6% | $6,712-44.4% |
| Admin fee / account holder | $220 | $7,885-97.2% | $6,735-96.7% | $11,409-98.1% |