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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 | $117,892 | $115,903+1.7% | $100,528+17.3% | $158,966-25.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 26.63% | 34.80%-8.2pp | 30.90%-4.3pp | 302.95%-276.3pp |
| Employer contribution / active EE | $8,172 | $4,105+99.1% | $3,419+139.1% | $4,762+71.6% |
| Participant deferral / active EE | $15,241 | $6,677+128.3% | $6,271+143.0% | $5,983+154.7% |
| Admin fee / account holder | $20 | $11,000-99.8% | $8,084-99.8% | $11,250-99.8% |