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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 | $126,373 | $97,078+30.2% | $103,065+22.6% | $145,897-13.4% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.6%-5.6pp | 80.3%-5.3pp |
| Annual return | 15.76% | 25.49%-9.7pp | 23.95%-8.2pp | 552.29%-536.5pp |
| Employer contribution / active EE | $18,394 | $4,680+293.0% | $4,675+293.4% | $4,663+294.5% |
| Participant deferral / active EE | $10,028 | $6,601+51.9% | $6,625+51.4% | $6,689+49.9% |
| Admin fee / account holder | $5 | $12,505-100.0% | $9,349-99.9% | $13,390-100.0% |