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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 | $182,520 | $201,372-9.4% | $184,260-0.9% | $145,884+25.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.84% | 29.04%-8.2pp | 28.84%-8.0pp | 551.85%-531.0pp |
| Employer contribution / active EE | $6,051 | $7,024-13.9% | $6,427-5.9% | $4,662+29.8% |
| Participant deferral / active EE | $43,948 | $9,808+348.1% | $9,133+381.2% | $6,690+557.0% |
| Admin fee / account holder | $199 | $16,362-98.8% | $13,898-98.6% | $13,392-98.5% |