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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 | $212,722 | $211,224+0.7% | $178,505+19.2% | $145,897+45.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.19% | 30.28%-13.1pp | 27.16%-10.0pp | 552.29%-535.1pp |
| Employer contribution / active EE | $3,302 | $4,577-27.9% | $3,955-16.5% | $4,663-29.2% |
| Participant deferral / active EE | $30,000 | $6,966+330.7% | $6,280+377.7% | $6,689+348.5% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |