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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 | $174,449 | $110,212+58.3% | $96,534+80.7% | $139,466+25.1% |
| Participation rate | 92.9% | 78.1%+14.7pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 18.47% | 26.42%-7.9pp | 25.88%-7.4pp | 373.66%-355.2pp |
| Employer contribution / active EE | $2,500 | $3,620-30.9% | $2,965-15.7% | $4,754-47.4% |
| Participant deferral / active EE | $6,206 | $5,547+11.9% | $4,851+27.9% | $6,712-7.5% |
| Admin fee / account holder | $8 | $11,599-99.9% | $8,253-99.9% | $11,409-99.9% |