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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 | $120,997 | $147,556-18.0% | $129,031-6.2% | $198,609-39.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 8.69% | 37.41%-28.7pp | 34.67%-26.0pp | 202.70%-194.0pp |
| Employer contribution / active EE | $7,448 | $3,645+104.3% | $3,226+130.9% | $5,055+47.3% |
| Participant deferral / active EE | $16,089 | $5,760+179.3% | $5,217+208.4% | $6,977+130.6% |
| Admin fee / account holder | $20 | $15,467-99.9% | $13,208-99.8% | $19,030-99.9% |