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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 | $169,932 | $106,280+59.9% | $96,538+76.0% | $139,487+21.8% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 14.68% | 38.48%-23.8pp | 35.74%-21.1pp | 373.84%-359.2pp |
| Employer contribution / active EE | $3,894 | $4,107-5.2% | $3,740+4.1% | $4,755-18.1% |
| Participant deferral / active EE | $9,749 | $5,457+78.7% | $4,880+99.8% | $6,713+45.2% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |