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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 | $159,199 | $101,063+57.5% | $81,473+95.4% | $147,586+7.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.04% | 32.41%-12.4pp | 38.78%-18.7pp | 578.59%-558.6pp |
| Employer contribution / active EE | $3,472 | $3,206+8.3% | $2,568+35.2% | $4,876-28.8% |
| Participant deferral / active EE | $10,702 | $4,242+152.3% | $3,537+202.6% | $5,439+96.8% |
| Admin fee / account holder | $290 | $5,812-95.0% | $4,561-93.6% | $10,886-97.3% |