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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 | $117,829+35.4% | $102,423+55.8% | $145,877+9.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 10.59% | 31.83%-21.2pp | 29.42%-18.8pp | 551.28%-540.7pp |
| Employer contribution / active EE | $3,709 | $3,615+2.6% | $3,023+22.7% | $4,663-20.5% |
| Participant deferral / active EE | $15,039 | $5,732+162.3% | $5,054+197.5% | $6,691+124.8% |
| Admin fee / account holder | $246 | $13,335-98.2% | $9,455-97.4% | $13,402-98.2% |