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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 | $115,917+66.6% | $100,535+92.1% | $158,982+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 | 30.90%-8.1pp | 302.99%-280.2pp |
| Employer contribution / active EE | $1,873 | $4,105-54.4% | $3,419-45.2% | $4,763-60.7% |
| Participant deferral / active EE | $10,023 | $6,677+50.1% | $6,271+59.8% | $5,983+67.5% |
| Admin fee / account holder | $6 | $11,002-99.9% | $8,085-99.9% | $11,252-99.9% |