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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 | $159,595 | $117,895+35.4% | $102,460+55.8% | $145,897+9.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 10.59% | 31.92%-21.3pp | 29.47%-18.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $3,709 | $3,619+2.5% | $3,025+22.6% | $4,663-20.5% |
| Participant deferral / active EE | $15,039 | $5,736+162.2% | $5,056+197.4% | $6,689+124.8% |
| Admin fee / account holder | $246 | $13,353-98.2% | $9,460-97.4% | $13,390-98.2% |