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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 | $152,520 | $124,314+22.7% | $109,163+39.7% | $167,518-9.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.15% | 26.04%-8.9pp | 25.75%-8.6pp | 478.71%-461.6pp |
| Employer contribution / active EE | $4,917 | $4,209+16.8% | $3,723+32.1% | $4,838+1.6% |
| Participant deferral / active EE | $22,100 | $5,256+320.4% | $4,654+374.9% | $6,342+248.5% |
| Admin fee / account holder | $20 | $7,973-99.7% | $6,754-99.7% | $12,312-99.8% |