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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 | $181,108 | $111,814+62.0% | $103,378+75.2% | $145,978+24.1% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 12.54% | 24.80%-12.3pp | 24.91%-12.4pp | 550.52%-538.0pp |
| Employer contribution / active EE | $7,348 | $4,215+74.3% | $3,870+89.8% | $4,662+57.6% |
| Participant deferral / active EE | $7,009 | $5,618+24.8% | $5,058+38.6% | $6,690+4.8% |
| Admin fee / account holder | $6 | $9,764-99.9% | $8,401-99.9% | $13,400-100.0% |