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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 | $214,246 | $100,970+112.2% | $96,576+121.8% | $137,256+56.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.79% | 38.16%-21.4pp | 38.47%-21.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,271 | $3,809+12.1% | $3,553+20.2% | $4,156+2.8% |
| Participant deferral / active EE | $10,714 | $8,286+29.3% | $7,956+34.7% | $6,407+67.2% |
| Admin fee / account holder | $5 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |