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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 | $188,270 | $72,273+160.5% | $101,275+85.9% | $79,856+135.8% |
| Participation rate | 97.4% | 68.5%+28.9pp | 75.8%+21.6pp | 69.6%+27.7pp |
| Annual return | 10.99% | 22.30%-11.3pp | 46.48%-35.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $16,044 | $2,691+496.1% | $3,660+338.3% | $2,471+549.2% |
| Participant deferral / active EE | $8,654 | $3,282+163.7% | $4,371+98.0% | $3,741+131.4% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |