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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 | $116,983 | $117,895-0.8% | $102,460+14.2% | $145,897-19.8% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 13.31% | 31.92%-18.6pp | 29.47%-16.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $4,932 | $3,619+36.3% | $3,025+63.0% | $4,663+5.8% |
| Participant deferral / active EE | $6,234 | $5,736+8.7% | $5,056+23.3% | $6,689-6.8% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |