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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 | $139,346 | $110,410+26.2% | $102,437+36.0% | $145,897-4.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.99% | 24.85%-11.9pp | 24.95%-12.0pp | 552.29%-539.3pp |
| Employer contribution / active EE | $6,116 | $4,217+45.0% | $3,871+58.0% | $4,663+31.2% |
| Participant deferral / active EE | $21,292 | $5,622+278.8% | $5,060+320.8% | $6,689+218.3% |
| Admin fee / account holder | $189 | $9,745-98.1% | $8,388-97.7% | $13,390-98.6% |