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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 | $217,419 | $117,859+84.5% | $102,438+112.2% | $145,959+49.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 14.09% | 31.72%-17.6pp | 29.37%-15.3pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,210 | $3,615-38.9% | $3,024-26.9% | $4,661-52.6% |
| Participant deferral / active EE | $10,121 | $5,732+76.6% | $5,054+100.3% | $6,689+51.3% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |