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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 | $212,237 | $117,433+80.7% | $99,475+113.4% | $152,897+38.8% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.5%+6.4pp |
| Annual return | 27.14% | 31.87%-4.7pp | 30.72%-3.6pp | 345.43%-318.3pp |
| Employer contribution / active EE | $3,149 | $3,013+4.5% | $2,540+24.0% | $4,764-33.9% |
| Participant deferral / active EE | $10,820 | $4,086+164.8% | $3,619+199.0% | $5,851+84.9% |
| Admin fee / account holder | $234 | $7,634-96.9% | $6,252-96.3% | $11,599-98.0% |