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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 | $193,107 | $115,901+66.6% | $100,525+92.1% | $158,931+21.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.76% | 34.80%-12.0pp | 30.89%-8.1pp | 302.86%-280.1pp |
| Employer contribution / active EE | $1,873 | $4,104-54.4% | $3,418-45.2% | $4,761-60.7% |
| Participant deferral / active EE | $10,023 | $6,675+50.2% | $6,270+59.8% | $5,982+67.5% |
| Admin fee / account holder | $6 | $10,998-99.9% | $8,082-99.9% | $11,247-99.9% |