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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 | $80,332 | $77,419+3.8% | $69,461+15.6% | $152,885-47.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 8.13% | 39.07%-30.9pp | 28.97%-20.8pp | 345.39%-337.3pp |
| Employer contribution / active EE | $2,263 | $3,315-31.8% | $2,779-18.6% | $4,763-52.5% |
| Participant deferral / active EE | $9,577 | $4,414+117.0% | $3,536+170.9% | $5,851+63.7% |
| Admin fee / account holder | $60 | $6,207-99.0% | $3,840-98.4% | $11,598-99.5% |