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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 | $115,582 | $113,338+2.0% | $94,993+21.7% | $147,586-21.7% |
| Participation rate | 93.8% | 78.0%+15.8pp | 73.9%+19.9pp | 82.8%+10.9pp |
| Annual return | 16.38% | 20.80%-4.4pp | 27.14%-10.8pp | 578.59%-562.2pp |
| Employer contribution / active EE | $6,982 | $3,160+120.9% | $2,603+168.2% | $4,876+43.2% |
| Participant deferral / active EE | $6,421 | $3,777+70.0% | $3,317+93.6% | $5,439+18.1% |
| Admin fee / account holder | $68 | $6,063-98.9% | $4,960-98.6% | $10,886-99.4% |