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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 | $163,543 | $124,351+31.5% | $109,188+49.8% | $167,553-2.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.64% | 26.04%-3.4pp | 25.76%-3.1pp | 478.89%-456.3pp |
| Employer contribution / active EE | $2,711 | $4,210-35.6% | $3,723-27.2% | $4,840-44.0% |
| Participant deferral / active EE | $7,430 | $5,257+41.3% | $4,654+59.7% | $6,343+17.1% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |