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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 | $144,167 | $96,524+49.4% | $75,900+89.9% | $152,909-5.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 28.09% | 33.93%-5.8pp | 30.73%-2.6pp | 345.46%-317.4pp |
| Employer contribution / active EE | $2,964 | $3,311-10.5% | $2,501+18.5% | $4,764-37.8% |
| Participant deferral / active EE | $7,551 | $4,554+65.8% | $3,604+109.5% | $5,851+29.0% |
| Admin fee / account holder | $36 | $8,082-99.6% | $5,421-99.3% | $11,601-99.7% |