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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 | $228,628 | $110,410+107.1% | $102,437+123.2% | $145,897+56.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 15.58% | 24.85%-9.3pp | 24.95%-9.4pp | 552.29%-536.7pp |
| Employer contribution / active EE | $5,041 | $4,217+19.5% | $3,871+30.2% | $4,663+8.1% |
| Participant deferral / active EE | $14,455 | $5,622+157.1% | $5,060+185.7% | $6,689+116.1% |
| Admin fee / account holder | $163 | $9,745-98.3% | $8,388-98.1% | $13,390-98.8% |